About Brookside Tax & Financial Group
Brookside Tax & Financial Group is a one-stop advisor for tax, investment, insurance, retirement, and estate planning needs. Reviews highlight great service from a team described as excellent, competent, and good people who handle finances well. Clients report strong, long-term relationships and total confidence in the service, with many highly recommending the business. The firm begins by identifying client goals to provide innovative strategies for financial security and health. They are noted for making strong commitments and building lifelong relationships. In addition to core financial services, they offer complimentary notary services for pre-printed documents, described as very nice and free. They also have an elder law attorney available to explain services like detailed financial power of attorney forms, taking time to offer clear explanations without pressure. The mission is to make a difference in clients’ lives and provide peace of mind. Interested parties can get started by calling the provided phone number.
Very good experience. Ask for Zach. He is GREAT. I have tried to get similar service with 3 other attorneys all that were too snooty to even acknowledge me as a customer. I couldn't understand why, especially since they had no clue as to what type of assets I wanted them to handle. Please believe, Zach was a rock star!!!
Amazing firm. They always take time with me to address all my concerns. Excellent communication. Chris does an incredible job being a calming voice in sometimes tough situations. Could not recommend this firm more highly!!!!
I cannot write with more praise for this organization. They are fast, efficient, professional, personable, and accurate in all respects. I highly recommend them for anyone who seeks tax and/or legal guidance.