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I started using McCool tax services in 2015. I purchased a home for my daughter and wasn't exactly sure how to manage this aspect when filing since it was for my daughter. Pat has very reasonable prices and is very quick to complete the taxes. I would highly recommend Pat to anybody looking for a tax preparation service.
Mike Mead is a rare combination of knowledge expert, client champion, and tough advisor all rolled into one individual. I first used Mike to advise and assist in the set up of my business. I quickly learned to lean on Mike as a trusted tax advisor, and perhaps more importantly, a respected and valued business mentor. His direct, yet personable style generates confidence in his clients. Mike anticipates questions and provides answers, often when the client isn't even sure what information they need. He champions individual's passions and pursuits while understanding the limitations that one often faces when starting a new venture. His work is timely, reasonably priced and of exceptional quality. I gained expert tax recommendations, business advice and a mentor all with my first call to Alliance Financial and Income Tax. I now confidently recommend Mike and his team to my family, my friends and business colleagues.
There are many things that I could say about James and the work he has done for my wife and myself. My wife and I tried to handle our taxes the last year using one of those online programs and it was difficult and confusing for us. With James and his system, it has been really helpful. He is there to answer all the questions you may have. James has been extremely helpful with explaining things for making them easy to understand. Another great aspect of the ATA Group is that not only with taxes but James has answered and helped us understand some different aspects of financial planning and we are considering with moving forward with James for his trustworthiness, care, and ease of understanding from the work we have already seen from him when we are ready to begin our financial planning walk! Thank you, James, at the ATA Group!
I bring you clarity on how everything works, and teach you how to intertwine everything that's going to be on your balance sheet. Everything that you're doing, or wondering about doing, but have questions on, I and my team of experts have already done. Why not work with someone who can give you the benefit of thinking in hindsight and clarity on how everything works?
Waddell & Reed Inc. is a full-service financial firm committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. I believe that you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.
Estate Planning,Retirement Planning,Investments,Tax Management
We are a full-service financial firm that is committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.
I have extensive experience in tax preparation, accounting, and financing as I’ve performed in a professional capacity in all three realms and am currently a Mortgage Loan Originator.
We offer independent investment advice designed to help manage your risk, reduce your taxes and produce more income at retirement. Small by design, we deliver with dignity and discretion the direct, personalized service that has vanished from the financial services industry. Despite its mystique, financial planning is in many ways simply a return to old-fashioned values and the gracious ways business was conducted years ago. In our way of thinking, a handshake, a cup of coffee, and a good conversation will never go out of style. Come in for a second opinion. We'll make it worth the investment of your time.
My team offers a wide variety of services and expertise. With over 65 years of Financial Services experience, we collaborate to design the best solutions for our clients. Wealth accumulation and distrubution strategies is my specialty. We offerr both fee based and non-fee based solutions for our clients. Wealth accumulation management and wealth distribution is dramatically different. Understanding sequential risk, inflationary risk and longevity risk are critical to understanding and developing a plan to make sure you don't out live your savings. We utilize multiple approaches to determining the proper distribution strategies ranging from Fibonacci formulas, Monte Carlo simulations and sophisticated software modelling to provide us with a comprehensive view of how your money will provide for you during your retirement. Most importantly, we parted with our clients to truly understand your goals and work diligently to help you accomplish them.
Serving Kansas City, MO, and the outlying areas, Len Hempen of Planners for Financial Success is offering the following services, but are not limited to: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.
TGFSi advocates for each client’s best interest by developing simplified financial solutions that aim to give clients clarity, confidence and a sense of security.
Pay for results not effort! We are preforming critical analyses of financial and operational information to facilitate increased profitability. The specifics include: * breakeven analysis * planned profit scenarios * make or buy decisions * fixed versus variable cost allocations and classifications Clients mostly appreciate the relevance of the analyses and the clear presentation of analyzed data.
Our goal is to provide an alternative to the impersonal financial services offered by some in today's marketplace. We strive to be different by listening to the needs of our clients and future clients.
We can help with investing, financial advise, and wealth management.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest-quality information, services, and products to help you reach your goals.
We provide strategies designed to help our clients manage their assets to reach their financial goals. By working together, we strive to help them to reduce their taxes, potentially increase their net worth and protect their assets. We only recommend a course of action to our clients that we believe is appropriate for them given their unique financial situation and goals. Our clients' interest always comes first, and we are dedicated to providing the highest level of advice and service. The commitment we make to our clients is to perform our work with the best interest of the client in mind. We focus the expertise and knowledge of our team of dedicated professions for the benefit of our clients. We provide our clients with full disclosure on how we are compensated. We deliver the highest-quality service and make ourselves readily available to our clients. We focus our expertise and talent to develop strategies designed to address the needs of each client, and we are committed to serve them with integrity.
As a financial advisor, George assists his clients in developing comprehensive personalized financial plans that effectively weigh short-term and long-term objectives. He has twenty years of experience in the financial services industry, and this experience allows him to guide clients through both good and bad times to make educated financial decisions. The real benefit is knowing they have a plan in place to help reach their financial goals in life.
We perform mission critical financial, accounting, operations consulting engagements, particularly for transitioning or transforming organizations.
5 years of experience as a Financial Advisor has led me to find a simple truth, Financial success, like fitness, is simple. It is the journey that is the difficult part. A plan and accountability is how to succeed in this journey and that is what I am your trusted companion!
My work is helping families release the stress of debt, while simultaneously building wealth for their future. I provide full-service financial planning and am an endorsed investment provider for Dave Ramsey.