Financial Planners near Westlake

“I like how my children's doctor and my doctor are in the same building and floor. It makes it convenient. Their little pond on the property is cute too. My kids enjoy seeing the ducks when we come for our appointments.“

“We've worked with the Estate Planning Team for over 15 years, from pre-retirement to now 10 years into retirement. We have relied on them to help us transition into retirement as smoothly as possible. They have given us help on everything from tax strategies to long term care, will and Trust documents. Our yearly meetings allow us to adjust our living expenses to match the outside financial pressures of the day. Their support has been the basis of feeling confident we will be able to live comfortably and still leave something for our heirs.“

“Been using the company for a long time and never been disappointed with the service and kindness of all the employees. I’ve depended on their advice many times and always used it“

“Enjoyed having my taxes done here fast and organized.Their price was fair and affordable will file with them again.“

“Happy holidays to Jim, Aubrey, Marie, in the whole wonderful staff at Ta-check ! You all are like family to me as soon as I walk in the door! l wish you all a wonderful Christmas with family and friends! And, I happy New Year to all! And to all, good night!“