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Pruitt Cordell & Associates
19910 S Tamiami Trail suite d, Estero
Directions Call Website Suggest an Edit
19910 S Tamiami Trail suite d, Estero
Directions Call Website Suggest an Edit
I recently met with Jason, who offers financial planning for a fee as part of Pruitt, Cordell and Associates. This is my preferred approach, as I don't want to question someone's motivation for recommending certain products, such as whether they receive a higher commission for recommending a particular fund over another.
After the consultation, we will likely transition to them for our bookkeeping needs after this quarter. They are a full-service company, offering services ranging from taxes to bookkeeping and planning/structure.
Mitchell and his team have done our taxes, business and personal for the last several years. And have always done a great job making sure that our stuff is done correctly so that we have nothing to worry about.
I had a great consultation with Mitchel Pruitt and his team! Mitchel's extensive knowledge of tax laws and breaks was impressive, and he explained everything clearly. He and his team are very professional and personable, I highly recommend them!