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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 had a very good experience with Mr. Forest. I was under a time crunch and he went out of his way to provide the info I needed quickly. I highly recommend him for any tax and or financial planning needs.
Being a first year post doctorate from Egypt and having gotten my medical education in the United States, I know a lot about medical side of things but not the US tax code. After speaking to several colleges and then interviewing multiple tax professionals in Boston, I ended up with more questions than answers. One of my coworkers had recommended Amit Johar EA. I spoke to Amit about the particulars of my situation. What started as a basic tax interview turned into a broader conversation about, retirements, insurance, benefits, withholding's and how these elements fit into my financial picture. We ended up discussing a more comprehensive approach not only for this year but whats coming ahead. I was extremely impressed with the depth of knowledge he has on tax law and accounting. He is intelligent, polite and most importantly values his clients. Amit takes his time to understand his client's real needs and finds targeted solutions for their specific concerns. I would highly recommend Amit Johar to all my peers in the medical community
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.
Brian has helped my wife and I with various aspects regarding our personal finances, from retirement planning, assets allocation, college planning and investment selection. I would highly recommend him to assist you with your financial needs.
I have been a customer of Damon Financial for over 12 years. He has helped me to really get my finances in order. He coached me in my plans to take care of my Family. I am so grateful for the guidance that he has shown me. I really feel like I am with family when I see him about any of my endeavors so glad that he is apart of my success.
We began by assessing my earning to debt ratio to plan the payoff strategy. Then we tackled wants & needs...knowing the difference helped in eliminating unnecessary or impulse spending. After choosing which debts to payoff first the process was smooth, quick and virtually painless. A totally eye-opening experience. You come to learn just how much money you can ""keep"" instead of "giving away" in either unnecessary interest or overspending. Maintenance was explained in a way that I could understand would enable me to be successful going forward. Many useful lessons learned here! Wallet Wise! Deb D.
Great company. These guys really know their stuff.
For 16 years my firm has been providing financial planning services for individuals, families and business owners. We manage your investments, IRA and 401k Plans, and advise on the proper insurance products to have in your financial plan.
We offer the following services: * Retirement Planning - specifically income distribution planning and monitoring * Estate Planning - the passing of assets to whom you want * Financial Planning - planning for retirement and achieving other goals * Tax Planning - being prepared, what to sell, what to buy Our clients love the personal touch; we care. We work mainly on a fee basis, with hourly or commission work as dictated by the client's needs.
Primerica is the largest independent financial services marketing organization in North America. We sit down with our clients in a comfortable, confidential and 1-on-1 basis, where we discuss their financial future and help them get there by setting a customized, complimentary financial plan and educate them in how money works, how to save it, and how to make it.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children?s college education, protect your family during your working years, or guarantee your own retirement security. These things won?t happen by accident. It?s important to determine what you?d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it?s never too late to start.
Our services include the following: * Life insurance * Biweekly mortgage payments * Annuities * Disabilities * Taxes Bala Financial Services can provide most financial needs. The goal is to build a road map for the clients for a better future for the entire family and eliminate worries.
College Funding, Retirement Planning, Investment Planning
Provide Fee-Only Comprehensive Financial Planning to assist people in making better financial decisions and leading to a more secure financial life.
Serving Wakefield, RI, and surrounding areas, Larry Mchugh of Westwind Financial is offering the following services, but not limited to, financial advising, retirement planning, investing, estate planning and life insurance.
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
Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance
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.
I provide small business, corporations, LLCs, partnerships, individuals with tax consulting, IRS representation, tax planning and complete business planning.
I have been in the financial services for nearly two decades. I am an Enrolled Agent with a Master in Taxation from Bentley University . Prior to starting my own practice, I worked Bank Manager, Small Business Banker, Mortgage Broker and Financial Advisor with Edward Jones. I have comprehensive financial services background. My practice focuses on Tax Preparation and Tax Controversy . I love my work and I have integrity. I go above and beyond to WOW and take good care of my clients.