|Monday||9:00 a.m. to 4:00 p.m.|
|Tuesday||9:00 a.m. to 4:00 p.m.|
|Wednesday||9:00 a.m. to 4:00 p.m.|
|Thursday||9:00 a.m. to 4:00 p.m.|
|Friday||9:00 a.m. to 4:00 p.m.|
|Saturday||9:00 a.m. to 4:00 p.m.|
Unifirst Tax & Financial Plan Specialist
About this pro
Melanie V.Jun 22, 2018Verified
I received very personalized service. Mr. Anderson came out to my building to handle all of the face to face conversations and he took the time to walk me through all the details of my returns and answer my questions. I am extremely satisfied with the service that I received.Jun 3, 2018Verified
Photos and Videos
- What should the customer know about your pricing (e.g., discounts, fees)?We provide complimentary Financial Need Analysis to check the current financial conditions and make necessary projections for the future. Unifirst has a generous Referral Rewards Program that awards $25-$125 per referral who becomes a client.
- What is your typical process for working with a new customer?Knowing the need of the client Gathering necessary information Designing Plan/Discussion with client Processing of information versus plans Walk-thru on recommendations Plan implementation Annual reviews
- What education and/or training do you have that relates to your work?Verified and background-checked educational profile as well as government-mandated and industry-required Continuing Professional Education Credits annually.