Financial Consultants near Loveland
Financial Consultants near Loveland picked by BestProsInTown
Adam Bott, Financial Advisor – Crescendo Wealth Strategies
“i'm a cpa.i 've had numerous relationships with financial advisors over 40+ years, working with them for the client's financial well being.some have been better than others. my relationship with adam bott has been the last 2 years with a high income individual.we have had dialogue concerning retirement income,pension plan issues, and tax planning. i am extremely impressed with adam's ideas. this year he proposed a trust agreement that will save our mutual client significant taxes
i would recommend him for financial issues. stephen hovey cpa.”
