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I began as a client of Krista's several years ago. I immediately found her easy to talk to and knowledgable. Her business has expanded now to include Tax Services. I know this convenient service will be handled with her usual friendly and professional manner.
Walter Hawley does a magnificent job as an accounting consultant for our startup. His hands-on approach and attention to detail ensures our accounting needs are efficiently met. More so, he is passionate about his clients and is always willing to help when the need arises.
At Carr Capital, we view it as our responsibility to understand your financial goals and aspirations so that we can leverage our knowledge and experience to help you realize them. By addressing your unique situation, we specialize in helping you create a holistic financial strategy that can be adjusted along life's journey to help you reach your destination.
I provide my services at no charge to the customer and offer a complete analysis.
Our services include wealth management, estate planning, exit planning, business exit strategies, insurance, life insurance, agent, New York life, and financial planning. -- Rodger K. Johnson and Tiffany Kirgan
Financial services marketing giving main street families access to companies in Wall Street and helping them make more money, save more money, and get out of debt.
Guideway Financial is an independent, fee-only financial planning firm that provides consulting, comprehensive planning, retirement planning, college planning, and more. We create retirement plans that generate income over an exact time period, limiting any worry over running out of money. As fee-only advisors, we are not sales people. We do not sell products or charge commissions. We are fiduciaries, putting your interests ahead of our own. And, we provide advice no matter where your money is held, or the income source (employer-held 401(k) and 403(b) accounts, IRAs, real estate, pensions, Social Security, and more). The emphasis at Guideway is upon highly optimized portfolio management, saving money through no-load mutual fund investments and tax efficiency. Our services are tailored to provide as much help as you would like, and nothing more. With a fixed fee approach, you pay only for what you need -- no percentage of AUM, no commissions, and no hidden fees.
My attention to detail and documentation. I like solving problems and improving processes.
Paul Manigrasso, CPA, serves a global client base subject to U.S. taxation. We provide senior-level financial consulting to assist our clients in furthering their business pursuits. We also provide services that enable our clients to gain clarity and focus regarding their financial well-being, both business and personal.
\ry to treat each client as if they were our only one. being able to get the largest refunds or lowering taxes due to a minimum by taking advantage of as many legal loopholes and tax laws as possible amending prior years and getting clients back even more money!