Financial Planners in Jamestown

Financial Planners in Jamestown picked by BestProsInTown

8AM - 5PM

513 W 3rd St, Jamestown
Alliance Advisory Group Financial Planners

“Cody was very helpful, not pushy and looks out for the interest of his clients. He makes you feel comfortable.“

5 Superb2 Reviews

8AM - 5PM

516 Lafayette St, Jamestown
A M Suchar & Son Financial Planners

“We had some complications with our taxes due to a lot of life changes last year. I knew we were going to owe this year, but the magic number was unknown. I went to Turbotax like I always do and when it was all said and done I owed $9,000 to Fed and $11,000 to the state. Turbotax didn't address all of my concerns though and the first person I talked too was more interested in showing me how easy my problem was to fix than understanding the problem and actually trying to help me. She didn't speak fluent english and ended up being no help. The 2nd person I talked to a week later was a software specialist and didn't know anything about tax law. He passed me on to someone else and after about 20 min of being on hold for an accountant it told me that everyone was too busy.

So I took all of my documents to A M Suchar & Son over on Layfette St. in Jamestown. Louise, the owner, found the tax breaks that I was trying to get through Turbotax and now between State and Fed I only owe $500. Their costs to me was $500, but it was well worth it in my opinion. They were really great to work with and I wouldn't hesitate to go back.“

5 Superb2 Reviews