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Tina made the tax preparation process very simple. They went out of their way to ensure that everything was accurate and I was happy with the service. I would definitely recommend.
I initially came to see Douglas because I had plans to buy property/move into a more expensive apartment. I deal with a lot of anxiety when it comes to money, and he came highly recommended. He eased my mind as we walked through my finances and what I need to work on in my budget. He is patient and kind and a pleasure to work with. I plan on seeing him again soon!
Harrison was very knowledgeable and exhibited a sincere concern for me as a potential client. He has an obvious passion for his work.
We teach people how to get out of their debt and retire on track. We educate middle-income families on how money works!
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.
As a financial planner and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.
At Zoar Financial, we are committed to being a truly independent financial and investment adviser. We pride ourselves in doing research on financial issues, as well as investments that can have both timely and pertinent impact(s) on our clients' situation. Through careful questioning and research, we help to construct a financial plan that is specifically tailored to each client's situation.
We are an independent financial services center. We offer retirement and education planning, estate planning, senior security, investments and insurance.
This enterprise provides quality retirement plan services throughout Schenectady. Get to know them more by visiting their Thumbtack profile.
Planning for retirement? Check out Wealth Advisory & Management Corporation of America. They provide estate conservation and risk management solutions as well.
Do you need assistance in choosing the best retirement investments for you? Check out Travis Miller. This trustworthy expert also offers insurance services that help you meet your objectives.
Check out 21st Century Capital Management, Inc. if you need sound retirement advice. They have full-service financial advisors who also offer investment management.