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Nicole did an excellent job in preparing my tax returns. Very responsive, quick turnaround time and without lots of back and forth.
I initially contacted Brian to discuss my retirement funds as my company was closing and I needed to decide what to do with my 401k funds. Brian was quick to respond, knowledgeable and most of all, patient and understanding of my personal situation and concerns. He provided insightful information and I feel comfortable with him handling my retirement funds. He is responsive and personable and I would highly recommend him to any one looking for help with their finances. Brian certainly goes above and beyond. I feel "safe!"
Nice and professional, planning on hiring for fiancial advisor
Caleb is the utmost professional and so helpful with financial planning and advice. I highly recommend him!
Viktor was very friendly and professional. In fact, I will be working with him around financial planning as well. He's a keeper!
Lynne has been a great resource to us and I would recommend her for tax and estate related financial planning
Bob was extremely helpful, friendly, and extremely knowledgeable. I would highly recommend him to others. I will certainly use him going forward to help with tax preparation.
I was extremely happy with her service! She was quick, efficient, explained everything to me in detail! I will definitely have her do my taxes again next year and urge anyone reading this to give her a try! She's great and very nice also!!
Ravel was very professional and knew the tax rules and regulations. We were very pleased that he came to our house to pick up our papers and completed and returned them in just a few days. He has a pleasant demeanor and charged a reasonable rate. In addition to that, he gave us a discount as new clients. We plan to call him for next year's taxes. Anna Greeme
Adeel helped me with sorting through my Personal Finance as well as Financial Planning. I wanted to save for my car and pay my credit card debt. We sat down and made a plan to do it all. He looked at all my expense and income to see if we are in positive or not. Also, we worked on where we need to save money. Now, my credit card debt is gone and I am on my way to buy a car soon!
I needed some financial coaching, particularly around saving for retirement and Jimmy was very helpful, as well as a good listener. He gave me clarity around my investing needs, especially my confusing mix of old 401Ks and IRAs. Even more importantly, he lessened my anxiety and gave me confidence that I was making sound financial decisions. I'm quite grateful for the help he gave me and I'd recommend him to anyone.
Great company. These guys really know their stuff.
John's knowledge of retirement planning was very helpful. His annual re-balancing of portfolio ideas were insightful and made good sense. He also suggested a "paired high volatility portfolio" that is very promising. I would highly recommend his services.
We were very pleased with all the options that Abby presented to us and then worked hard to make them fit our circumstances. She helped us to find plans that will help us in the years to come.
Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance
Our firm offers high quality financial and retirement planning services to our clients. Our comprehensive and multidisciplinary planning services strive to coordinate all relevant areas of financial planning into a sound and integrated approach to your planning. Our qualifications, background, and experience make us the firm of choice for your retirement and financial planning needs.
Our offices offer comprehensive financial services. We are committed to help you improve your long-term financial success. We have customized programs that are designed to help grow and conserve your wealth by delivering an unprecedented level of personalized service. We are dedicated to providing advice, strategies, information, and access to products and services for clients to assist them in the accumulation, protection, preservation and transfer of their assets.
Serving Spencer, MA, and the outlying areas, George Cox of Cox Wealth Management is offering services, but are not limited to the following: insurance planning, investing, retirement planning, estate planning and wealth preservation to help clients reach their financial goals.
We are independent and fee-only. Many financial advisors are compensated through the sale of financial products which results in a conflict of interest. We have the ability to recommend what is in the client's best interest. We also counsel on all areas of your financial life while others may only focus on investing which is only a piece of the financial puzzle.
The DFM Advantage INDEPENDENT AND EXPERIENCED DFM is privately-owned, and staffed by professionals experienced in the management of multi-generational wealth. As a fee-only firm, DFM's clients receive customized and objective advice, free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions
effective, efficient and clear