Wendy and her team are highly professional and compassionate. They really listen to my husband's and my individual needs/wishes, which aren't always the same and create clear, comprehensive plans. We've been with them since 2009 for financial planning, estate planning, investment planning, and tax preparation. They are the best!
The staff takes the time to get to know you and really cares for your financial future. They even looked into my tax returns that I did on my own and found a mistake and corrected it free of charge. I trust properitea with my life savings as much as I would trust my own family.
We've been with Tea and Taxes and ProsperiTea Planning for about 20+ years. We've valued and appreciated the personal attention and expertise that Wendy and the rest of her team have given us over the years. We trust the advice and information we are given because we know that Wendy and her team are always up-to-date with the latest developments and updates in the tax and financial planning world. Highly recommend!
308 Main St 3rd Floor, Greenfield, MA 01301
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