Reviews for Tradewell Tax & Financial

Oct 2019

I came to Tradewell based on a recommendation from a good friend. I have been working with the Tradewell team for 10 months now and have found them all to be knowledgeable, courteous and informative. I moved all of my investments to Tradewell for my retirement planning. Additionally, they provided in-office attorney assistance for writing of my will and health care representative, as well as my living will. They also have an in-office health insurance expert who is assisting me with review of best options for marketplace plans since I have opted for early retirement and do not yet qualify for Medicare.Tradewell has been able to meet of all of my planning needs with the...read full review
Oct 2019

I came to Tradewell on the recommendation of a good friend of mine who sent me a couple of their articles on managing risk and planning for inflation in retirement.I'd always been more of a DIY guy when it came to managing my money and planning for retirement, but I figured that there were probably a number of things that I was overlooking so I came in and talked to the good people at Tradewell to make sure I was on track.Well as it turns out, there were a number of fees associated with some of my mutual funds that I hadn't taken into account, as well as some adjustments to my risk strategy that they recommended I take. I moved my accounts over for them to manage and...read full review
Oct 2019

My family has worked with Tradewell for many years. The entire Tradewell team is considerate and professional. Mike Albertson is a a true expert in his field. We look forward to a long relationship with him and his team.

From Tradewell Tax & Financial

At TradeWell, our mission is to help retirees and pre-retirees make the most of their resources to reach their financial and income goals. As a fee-based, Fiduciary investment advisory firm, Tradewell specializes in custom-tailored guaranteed income plans designed to maximize your retirement. Our stated goal is to mathematically prove that your income wont stop when your paychecks do. We want to learn about you, your hopes and dreams and our initial meeting is at no charge and no obligation to you. A TradeWell relationship begins with us listening and learning about you and your goals; and then exploring how we can help you optimize your income, assets, tax and legal concerns.