I will be doing my taxes via Rose Tax and Financial from now on. Jenya is amazing, she is very knowledgeable, caring and compassionate. No more "Other Guys" for me. Its nice to know someone is willing to make sure you understand taxes a little bit better.
I had an excellent experience with CPFS. There professional work and product is even super-ceeded by their care for people and commitment to values and ethics. The value of their services is fantastic. I would highly recommend anyone to use CPFS in the future.
Like thousands I live paycheck to paycheck so saving for retirement seemed unattainable after meeting with Jim we mapped out a plan for my family and we are on our way to financial security! I have recommended Jim to family & friends for all financial needs & support from tax preparation to consulting.
Keith was very thourough and attentive to the needs of my family. He is very precise and knowledgeable about the life insurance he offers and took the time to make sure all our needs were met he exedeeded our expectations. I would highly recommend Keith to help make sure your family is protected!
Serving Fort Atkinson, WI, and outlying areas, Thomas Noel of Noel-Schopen, LLC is offering the following services, but not limited to, client portfolio management, retirement, estate planning, insurance, and employee benefits to help clients reach their financial goals.
Serving Spring Grove, IL, and the outlying areas, Jeff Batt of McHenry Financial is offering the following services, but not limited to, retirement income, investment, college planning, estate planning, business planning and life insurance.
Our planning involves your total financial picture; we assist our clients from basic financial planning and budgeting, through retirement planning, to the final distribution of assets through an established estate plan. We are not a transaction-oriented firm; our process produces trust among our clients, who become friends that we keep for many years.
A proper financial plan takes into consideration how and to whom assets go in the future and ensures that those plans reach fruition. Tax planning and charitable gifting strategies are implemented for many of our clients.
One of our favorite compliments from a client family is this quote: "The best way to explain Valley Estate Planners is that they are your concierge to life problems. If Cory can't help you, he knows someone that can!"
Helping Middle Income Families better prepare for their future and fix some of their most basic problems like too much debt, lack of savings, and too much exposure to risk and taxes is my passion. There are many advisors fighting over high net worth clients but my passion has always been to help the little guy who doesn't always get the best information to have the same benefits that wealthy people have availed themselves to for years.
We do the pre-qualification on every file, after the detailed interview. Find out the investor and the bank for loan modification and Get the credit card statements, medical bills etc, checked with the back office team, before saying YES and giving any promises of savings to our clients. That way we don't make false promises and have our clients with us, for forever.
That's something which is keeping us alive in adversities and making our business grow, day by day.
Write us on firstname.lastname@example.org to know more.
UpShift Financial specializes in helping growth-oriented small businesses.
Our services offered include bookkeeping, accounting, payrolls, financial reporting and analyses, and management consulting based on the philosophy of "Measure. Change. Upshift."
Our services involve helping families plan for college for all of their children without leaving the parents without the ability to retire comfortably. We help position students to get into the college of their dreams. Then our job is to assist the families in being able to pay for their students' college education.
This process involves a comprehensive financial review, insurance review, and estate planning review to ensure that all of the pieces of the college funding puzzle work in harmony for the family.
One of our student's parents wrote this, "I want to thank you so much for all of your help and guidance in the college search and application process. I don't believe that Catherine would be attending USC if it hadn't been for your guidance and advice. She is so thrilled to be heading to California for college! Thanks again for all of your help. We really do appreciate it!"
Are you looking for a stock broker, financial advisor, private wealth manager, 401K consultant in Rockford, IL, an investment advisor or retirement planning specialist in Northern Illinois?
Chad E. Henry is a certified financial planner professional (CFP) and accredited asset management specialist (AAMS) with over a decade of experience working exclusively with high net-worth pre retirees, professionals, business owners, and retirees.