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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 Harty was so knowledgeable and helpful as we considered our financial planning options. He is a true professional! On time - courteous - organized. It’s obvious he cares about his clients, too. He truly wants the best for everyone he works with. Finding someone like Caleb in today’s cutthroat environment is a breath of fresh air!! If you want someone who you can trust to care for you and your family’s needs, look no further than Caleb!!
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.
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
I had a great experience working with Adeel! I am very happy I decided to reach out for help, specifically with financial planning and my own finances. I was interested in making my own investments but I had no idea where to start! Adeel helped me make a plan. He even helped me with find a detailed plan/solution for my credit card debt. With my credit card debt out of the way I can look into things I didn't imagine would be possible for a long time, like a car and a house. He was very clear and through, he personalized the plan to fit my income, life style, and savings. He was great at working with me in areas that I needed help in and at my own pace. Awesome!
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.
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 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 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.
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
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.
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.
Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance
We are a full-service financial firm committed to helping people pursue their financial goals. As an independent branch office of J.P. Turner & Company, we have access to a wide range of financial products and services to individuals and business owners. We believe that the information we provide will better enable you to e to identify your goals and make sound decisions to help reach them.