8:30AM - 4:30PM
24311 Walden Center Dr Suite 100, Bonita Springs
Financial Planners
“Dustin has helped me grow portfolio. He is friendly and welcoming. He has provided me with reasoned and informed advice over the years and has helped me get on track with retirement savings.“
Financial Planners
“I’ve never had a better experience with tax consultant as I did with Lisa Zahorian. She walked me through the benefits of different entity classifications, setting up the entity properly, multi state filings, and the intricacies of filing married filing joint vs. married filing separate. She can handle the most complicated returns with ease and speed. She asks the probing questions that no preparer thought to ask. I would HIGHLY recommend Tax & Financial Strategist, ask for Lisa, you won’t be disappointed!“