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Phil did my taxes and answered all of my questions. He was very patient and knowledgeable and I am very satisfied with the services he is providing for my business.
I thought I'd die working, never had a financial game plan until now! Mark has showed me how I could retire early, I'm on track now to quit working on my own terms by the time I'm 55. If you need financial advice this is the guy you need to see! Oh, I almost forgot....he never charged me a fee!
We have worked with Frank even before he made his way to HBK and has helped us to become more financially efficient over the years. He handles several personal ventures and a number of our companies that cover a broad range of industries. Frank is an extremely reliable CPA that doesn't leave any stones unturned. With his assistance over the years, we've been able to submit very accurate tax filings that have maximized our tax savings. Would highly recommend him to others that are looking for an accountant.
Tim is an excellent financial and investments coach. He helped us set up future protection for our young children with a life insurance policy and better understand our investments and spending. We're thrilled to continue to work with Tim to stay on top of our financial security.
I trust Jim with my, and other family members, financial health. His educational approach to advising clients is refreshing. He works with his clients to develop a financial plan for their future- through investment strategies, retirement planning and creating a comprehensive financial outlook to grow and protect their assets.
A very nice man very knowledgeable and came to my home had taxes done within an hour it was awesome I also put review on YELP
He and his helper were punctual, that alone was a plus they did a walk through - decided on the equipment, unloaded and started - very thorough, good paste moving from room to room i even learned a tip or two and which i will use moving forward the job was completed ahead of time - very much to my liking i have already spread the news about PSM and i will use again in the future! unfortunately i dont have images to share at this time
Are you looking for professional financial managers? Choose Executive Business Advisers. Aside from financial management services, their contractors also offer sales training solutions.
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I help people see their lifetime capital potential and develop a personalized financial strategy, so they will be able to retire at the same standard of living that they are living today. I have a very unique approach in helping people minimize their tax liabilities and increasing their circle of wealth. Consultation is offered free of charge. I offer a full line of Health and Life Insurance, including Medicare, tailored to meet the needs of the individual, family or group that I'm working with.
Check out Gold Leaf Capital Management, Inc. if you need help from some of the top financial advisors. They manage SEPs, trusts, and inheritances, among others.
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Are you looking for some of the best investment planners who will help you manage your wealth? If yes, hire this company. They have been providing financial management consulting services since 1975.
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At Sumay Financial Group, we are a full-service financial firm committed to helping people attain their financial goals. We have access to a wide range of financial products and services which we can offer to individuals and business owners. We believe that our sound financial advice will help you identify your goals and make sound financial decisions for your future.
Attention to detail and a passion for my work
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Qualifications: * Masters of Taxation at the University of Akron * CPA (Certified Public Accountant) for 23 years * CFP (Certified Financial Planner) for 5 years * 15 years experience in working with QuickBooks and QuickBooks certified Services we offer, but are not limited to: * Tax filing and tax planning * Federal, state and local income tax returns (We work with businesses ranging from start-ups to those making $7,000,000 in annual sales) * QuickBooks assistance and implementation * Financial planning and preparing financial reports * Help in setting up LLCs, Cooperations, and Partnerships * Helping businesses obtain federal licensing, ID numbers, and payroll registrations * Setting up cash-flow budgeting * Organizing books and office structure I offer a free initial consultation with myself to discuss your situation. I am also willing to have a fixed rate fee for new business owners.
Our mission is to earn and maintain a high level of trust with our clients while providing them with quality financial products and personalized financial planning services.
Focused on Financial Planning: Financial planning and investment management are often used interchangeably. But, selecting appropriate investments is only one part of becoming successful. We believe doing the right thing with your money is not exclusive to which investments you should use. Priced For You: Our monthly retainer service model we can provide the type ongoing financial planning, advice, and management you are looking for without the need for a million dollars or having to buy something. We committed to offering services that fit you. Our goal is to help you become financially successful and plan for the future life you want. We pay for our lives on a monthly basis, so why wouldnt you pay for your financial planner monthly?
My name is Phil Dyer, a Dave Ramsey Certified Financial Counselor. I am very experienced with a high degree of success. If you would like to work with a highly successful financial coach, please call me to arrange a time to talk. There is no charge for the initial phone consultation. If you are interested after that, I'll be happy to set one-on-one consultations to help solve your problems. I answer the phone as PMD. Looking forward to hearing from you. Phil I answer the phone as PMD
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing our sound financial information.
I'm a financial adviser who loves to help people become debt free, prepare for retirement, and gain the financial freedom they have always wanted.
I love to help families to be financially well. I have a great passion for what I do!
At Capital A Financial & Insurance Associates, we see uncertainty as an opportunity. Whether your goals are short or long term, our team of advisors will help you construct a financial blueprint specific to your needs.
I do a total financial plan for free even if they are only doing simple business with me. I personally feel that everyone needs to know how to make it to their goals.
This certified professional specializes in providing customized financial consulting services. This expert also offers administrative support services.