Offers online services
About
We take pride in providing our clients with superior customer service and attention to details. We respond to our clients needs in a timely manner and are very responsive as we are open all year long!
Helping people save money!
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Photos and videos
Reviews
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Robert T.
Ed is clear, concise, and very responsive to anything asked or needed.
October 19, 2021
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
We usually like to meet face to face with a prospective client, but at a minimum have a detail conference or Zoom call to assess the client's needs.
What education and/or training do you have that relates to your work?
BA Finance & Accounting
Enrolled Agent - US Dept of Treasury.
Services offered
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning