Best Financial Advisors Near You

“As we navigate very challenging times in our economy and throughout the world, it's important to have professionals like you that can be called on for advice when needed”

“We were a bit nervous about doing our taxes with Turbo Tax again (we had 2 straight years of terrible experiences) and were in the market for a highly professional and trusting tax preparer.”

“If you want someone who you can trust implicitly with your finances, who is very responsive, and who has the knowledge to answer all your questions about your money, Bernie is the guy.”

“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 😀 …”

“And let's not forget Fran at the front desk: she offered not only charming assistance along the way, but also “free therapy” towards the end of my experience.”

“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.”

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

“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!”