Best Financial Advisors Near You

“One of the best business decisions we made as a company was to hire the services of Armaan Shaviri, from peace of mind to putting us in touch with the right and best people to help us run a successful and more profitable business.”

“Even when we were living outside of the US for about half a year, they were able to handle the added complexity of preparing our returns for that tax year competently, which was a great help to us!”

“In addition, Bernie sends out information periodically to keep clients up to date on tax changes and pertinent information for navigating these changes !”

“Doesn't matter if it's retirement accounts or simply choosing the best insurance plan for you,to me there isn't a better or more professional group than Stategic Financial.”

“I was doing my taxes for the first time being self employed & he truly helped me with everything & explained everything in detail that i did not know a lot about!”

“Pam is extremely professional, kind, nice attentive and courteous she took care of my concerns expeditiously, Pam is TRULY an asset to the company thank you Pam for your excellent customer service 😀 …”

“She took the time to answer all of my questions and explain every step of the process and she was always prepared for our meetings, hearings, and depositions.”

“My identity was stolen some time ago, so I wanted to get my tax return in as early as I could this year, and Mary & Bill were so concerned with getting it in as quickly as possible.”

“Extremely detail oriented and helpful.”

“Darren explained everything I needed to know and helped with the paperwork to make sure I got everything right.”

“Consolidated Financial can be trusted with your money.”

“Professional, trustworthy friendly and efficient are just a few words that come to mind when describing Burns Tax & Wealth Management.”

“We have been living comfortably in retirement and will not have any money problems for as long as we live.”

“Klint was extremely knowledgeable!”

“Jim Flanagan and his team did a great job listening to our family's estate planning needs and knows more about planning for retirement than most financial advisors at Wells Fargo, Merrill Lynch or William Blair.”

“Strong focus on the supporting the community, too.”

“Thanks to Chris, Cliff, Mike, Maria and Kaley for your competence and friendliness!”