Shetland Financial, LLC
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- Anne C.
If I could select all categories of excellent service, not just three, I would have. Kevin is a true professional in an era where there are few REAL professionals. Respectful, controlled, efficient and thorough. And an incredible value . So fast. I’ll be using him for all my taxes and financials in the future. Don’t go for the super low price. This a worth the extra dollar or two, and is still a phenomenal value. Much much gratitude, Kevin.🙏Nov 6, 2020Verified
- Sally W.
I could only choose three but I would have selected them all. Kevin is affordable, reliable and fast! He definitely knows how to make his clients feel at ease! I’ll be using Kevin for everything!Jun 27, 2020Verified
- Toluwalope C.
I spoke with Kevin for my complimentary consultation and he provided me a great deal of information and advice. He is clearly experienced. I’ll definitely consider working with him in the future.Apr 28, 2020Verified
- Mary M.
I have had a very positive experience working with Kevin. He has done my taxes for several years, and I have been very impressed with the quality of his work. He is punctual and responsive to my requests, and I highly recommend him for your tax and financial projects.Apr 21, 2020
License Type: Investment Adviser Firm (MA)
License Type: CPA – Certified Public Accountant (MA)
- What should the customer know about your pricing (e.g., discounts, fees)?All of my work is done on a flat-fee basis. That means you don't need to worry about surprise hourly charges or the conflicts of interest that come with paying commissions. When we discuss your specific needs I'll give you a quote- the price you see is the price you pay.
- What is your typical process for working with a new customer?The first phone call is always free. After gathering some information I'll let you know if I think I can help. If so, I'll let you know an estimated price and send you an engagement letter to sign so we can get started. There's never any pressure to make a decision on the spot.
- What education and/or training do you have that relates to your work?I am a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) and Associate in the Society of Actuaries (ASA).