Kathleen Rizer
USI am always so grateful to have someone… I am always so grateful to have someone do my taxes. I couldn't ever do them myself.
william freeman
USVERY HELPFUL IN ANSWERING TAX QUESTIONS -
Frank Vallera
USHelpful and Responsive Very helpful in dealing with my many questions and issues. Always very responsive even in the evenings and weekends. The market has been terrible, but they have navigated our investments wisely to protect and maintain our assets.
W A Draper
USSix Month Review I appreciate the six month review cycle either winning or losing. Have me back in six months.
Pat OConnor
USThe operations manager exceeded… The operations manager exceeded expectations in handling my distribution request timely and accurate.