Personal Financial Services

Jun 2023

I would agree with the "steer clear" advice. 3 years of tax returns, every one of which required at least one amendment. When I inquired about a missing refund I was given incorrect information repeatedly, for months on end, until I discovered that the amended return had not actually been filed. This relationship cost me a great deal of time, effort, cash, and distress.

Jan 2020

Be wary choosing this place to assist you with any estate issues. Unless you have all the time in the world, and don’t mind excessive fees for slow paced work, save your self the aggravation and go somewhere else.

Jun 2017

Elizabeth is a commensurate professional and font of knowledge for the elderly, disabled and underprivileged. She always advocates for the best interests of her clients. She works tirelessly for them. I could think of no one better to be on my "team"