Google reviewers rate NewtonWealthManagement five stars based on fifty reviews, highlighting efficient tax preparation, investment advice, and financial planning services. Clients frequently cite prompt communication, professional staff, and the convenient use of digital document management tools. The firm is noted for identifying deductions that save clients money and providing ongoing support throughout the year. No recurring criticisms appear in the provided excerpts, as all reviews are positive.
Google rating: 5.0 out of 5 from 50 reviews (100% five-star).
Reviews on this page: 50 Google reviews (48 with written comments).
Owner responses: the business replied to 0% of reviews.
Most recent review: June 1, 2018.
Service: Wealth Management Firm serving Charlotte, North Carolina.
Data from Google, last updated November 9, 2026.
Star ratings
50 Google reviews we collected
5.0of 5
5 stars50100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 48 written reviews
98%praise
Praise10298%
Complaints22%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude3029%
Would recommend2423%
Speed & response2120%
Quality & results1514%
Honesty & trust77%
Price & value44%
Communication33%
What customers talk about
We read 48 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Newton Associates were responsive, professional, and their online process was very convenient relative to the ease of accessing and reviewing my docum…”
“I highly recommend using Ed and his team for all your tax needs.”
“I can not recommend them highly enough.”
“I especially like that Ed returns phone calls and emails promptly and is always available to meet one on one when asked.”
“A wonderful experience 2nd year running, just great people.”
“They are honest, smart, accurate and go above and beyond to build relationships with their clients.”
“Always fast, friendly, reliable and reasonable service from Ed.”
“They explain everything so that you understand and hold your hand when necessary.”
People customers mention
Financial6 reviews
Network5 reviews
Beth3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
This place is amazing. I used to do taxes myself, but became overwhelmed with complications of home-buying and selling. We have used them now for two years and I cannot imagine going back. These guys are worth every penny. They are professional, friendly, and quick. They use technology efficiently to make the process more convenient for busy freelancers and business owners. They explain everything so that you understand and hold your hand when necessary. They are prompt when answering even simple questions.
L
Leon De JagerLocal Guide · 12 reviewsiTotal number of Google reviews Leon has written across all businesses on Google Maps, not just this one.
A wonderful experience 2nd year running, just great people. I highly recommend using Ed and his team for all your tax needs. Leon and Tracey De Jager Charlotte
S
Sal3 reviewsiTotal number of Google reviews Sal has written across all businesses on Google Maps, not just this one.
Had a great experience with this firm. Having just moved to the area, was looking for an accounting firm to handle my taxes for 2016. Newton Associates were responsive, professional, and their online process was very convenient relative to the ease of accessing and reviewing my documents as well as correspondence with my accountant. Outside of any issues that may need to be personally discussed, it really streamlined the process.
M
Manny Riolo1 reviewiTotal number of Google reviews Manny has written across all businesses on Google Maps, not just this one.
A professional organization that puts the interest of its clients first. They are efficient and economical. A true pleasure to work with. Many thanks to Ed and his associates.
S
Sharon GregoryLocal Guide · 36 reviewsiTotal number of Google reviews Sharon has written across all businesses on Google Maps, not just this one.
Newton and Associates have been our accountant and investment advisers for four years. I can't say enough great things about this firm. They are honest, smart, accurate and go above and beyond to build relationships with their clients. They have taken care of both my husband and myself as well as our grown children with advice and help. We highly recommend them for all your tax and investment needs.
K
Karen PowellLocal Guide · 12 reviewsiTotal number of Google reviews Karen has written across all businesses on Google Maps, not just this one.
My husband and I have used Newton Financial for our tax returns and investment services for over 15 years. Ed Newton is ethical, knowledgeable and stays on top of the financial markets.
I especially like that Ed returns phone calls and emails promptly and is always available to meet one on one when asked. I've never felt like "just another client" with Newton Financial. Ed gives us his attention as if we were his only client.
J
Joel HorwichLocal Guide · 61 reviewsiTotal number of Google reviews Joel has written across all businesses on Google Maps, not just this one.
Seven years after arriving in Charlotte, Ed Newton remains the only CPA I have consulted and one of only four investment houses I have used. Each year, he and his company have been responsible for my company's audits and our taxes. 'Great work every time. He even represented me during my only audit before the IRS: Four hours later...No tax changes.
The investment house he represents has "led the pack" in returns for good years and minimized losses during economic downturns. For that reason, I continue to increase funding for those investments I have placed with him/them.
'Fine effort. I fully intend to continue as a client.
J
Jay MooreLocal Guide · 6 reviewsiTotal number of Google reviews Jay has written across all businesses on Google Maps, not just this one.
A professional group with a friendly and comfortable approach to managing and planning tax strategies.Great service from the entire team. We appreciate the efficiency, knowledge and experience that Ed, Tessa and Sarah Beth bring to the process.
G
George Ling2 reviewsiTotal number of Google reviews George has written across all businesses on Google Maps, not just this one.
We have been with Ed and his friendly, experienced group for 5 years now and can highly recommend them. They are efficient and knowledgeable and go the extra mile. Even in the busiest of seasons for them, questions are answered quickly. They take the drudgery, and most of the pain, out of doing taxes.
E
Elizabeth Wright1 reviewiTotal number of Google reviews Elizabeth has written across all businesses on Google Maps, not just this one.
Ed and his staff are very knowledgeable about all types of tax related items, in particular for me expenses related to my profession. I would recommend his practice to all of my friends.
