5 /5 Amanda: I cannot begin to express how thankful I am for a reputable company that looks out specifically for me! They work with a lot of individuals in the medical field, especially CRNAs. They literally held my hand through changing from W2 to 1099. While I was in school, they had informative sessions and did our taxes for free. I pay a small fee per month for their complete attention to every detail of my job, my taxes, my financial well-being and literally so many other things. They work in team units and I have a main advisor, Henry Guzzo and Chris Reid is my main tax man. From there, they designate various professionals for every step. In less than a year my financial portfolio has doubled or more. I mentioned I wanted to refinance, Henry referred me to his guy. Seriously, the quality of people at this office is more than worthy of my business!
Also, I read the one star review and the vast majority of people I’ve worked with have been at the company for years, even decades.