Unique Financial Advisors & Tax Consultants
Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids' education or save for retirement. We needed help organizing our financial life; We needed financial advice, so we could achieve our goals! We looked around but could not find an unbiased financial advisor who would put our interest before his/hers.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Financial Planning
- Investment Management
- TAX Preparation & Planning
- Frequently Asked Questions
Sentiment Analysis
He makes you feel comfortable from the moment you meet him, he educates you, and most of all is an amazing coach.
He’s equally adept at helping to craft an overarching financial plan as he is at helping to navigate specific financial questions and challenges.
However, he also stands out because of his undeniable passion to understand our goals and build a plan that will help us achieve those goals.
When we found Vid we knew he was the guy we could trust to help us, after our initial conversation.
As you'd expect of any reputable advisor, Vid is extremely knowledgeable of tax rules and financial products and provides a user-friendly suite of tech tools to help organize your finances.
The greatest value addition is Vid's ability to look at the short term as well as long term goals, educate us on what may or may not be required and balance out the financial requirements
My wife and I were looking for a Financial advisor for a long time and met this couple (Vid and his wife) randomly on a cruise and he happened to be a Financial advisor.
Vid helped us get an accurate picture of our finances, helped us define our goals, and made recommendations to help us meet them.
His proactive approach to support our financial goals makes the entire process smooth and easy to follow.
He was able to help us organize and understand our situation and went on board with Financial planning.
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