“Rick is my tax accountant. You can tell he enjoys working with students. He’ll not only file for you, but teach you a thing or two as well. Prices are in line with his expertise.“
“I have been using Tom and his team for years and plan to keep it that way for as long as I can. Very knowledgeable, professional, trustworthy and competent. Fair prices. I have recommended numerous friends to him who also feel the same.“
Tax Preparations
Tax Preparations
Tax Preparations
“I have known Vid for over 20 years and only a couple of years ago started discussing my finances with him after being dissatisfied with the previous advisors. I always wanted somebody, who thinks out of box and not simply propose combination of financial instruments by feeding data into the computer. My ideal choice was never a large financial firm, but of out of time and other constraints simply went with an advisor at the Bank. As one could expect, I was simply another customer for them. Never received a call from them even during 2008 market crash.After many conversations over a period of 6-8 months, I realized the depth of knowledge Vid has and slowly moved my assets under his umbrella. I am very satisfied with his performance, approach and more importantly his availability, when I needed him. If you are looking for somebody, who says what you want to hear, Vid is not the guy for you, but if you want somebody, who doesn’t hesitate to say what needs to be said about your financial planning, go for him.“