Best Financial Advisors Near You

“All of the problems were caused by the company me and my friends had invested in through a US Holding Company (again bad info from a lawyer for setting up the structure).”

“Armaan Shaviri provided me with great service by completing my tax return in a short time and making sure that I understood the details of my tax refund.”

“I have been very happy with Caniff & Associates, LLC for many years, They have helped with both my taxes and Investment, Chris Mitchell owner of North Shore Overhead Door.”

“We have been with them for years and they have become more like family than business I'm always treated with respect and they are always ready to with any questions I have they always take care of us and go over and above!!!”

“Elder Bro Meade has a wonderful company ~ very honest trustworthy you can sleep at night knowing it's all been taken care of right ~my agent for many years now has been brother Donald Ridenour 😜 Heeee goes beyond the call of duty and is very knowle...”

“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 😀 …”

“I am confident that Krissy intercepts all clients with the care and respect they deserve as they embark on the vulnerability of divorce and custody proceedings.”

“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.”

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

“Extremely detail oriented and helpful.”

“Jeff has taken great care of our 401k program, and personally reviews the plan with each of our team members.”

“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.”

“Klint was extremely knowledgeable!”

“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.”

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

“Positive Responsiveness, Quality, Professionalism, Value”