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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.
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!
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.
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!!
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.
Great company. These guys really know their stuff.
Paul is awesome, truly cares about each client he works with. I've had great success in transferring over my retirement accounts to his management and would highly recommend him to anyone looking for help with their personal finances.
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.
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 services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance
effective, efficient and clear
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
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.
I provide small business, corporations, LLCs, partnerships, individuals with tax consulting, IRS representation, tax planning and complete business planning.
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.
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.
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.