Reviews for Singleton Wealth

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  • Aug 2024

    Singleton Wealth is a full-service Financial Services Firm and Academy that provides a range of services to both businesses and individuals. The firm offers accounting, business consulting, financial planning, wealth management, and tax services. It also operates an onsite academy that offers courses on topics such as starting and growing a business, business and individual taxation, financing a business, creating wealth, retirement and estate planning, and more. Clients have praised the firm's expertise and professionalism. Sylvia, a tax accountant at the firm, has been described as efficient, knowledgeable, and helpful in guiding clients through complex tax situations. She has been commended for her ability to break down tax information in a way that is easy to understand, and for her prompt and secure handling of tax matters. Clients have also appreciated Sylvia's support in financial planning and navigating difficult financial situations. Overall, Singleton Wealth has established a reputation for providing high-quality services and supporting its clients with a range of financial and business-related needs.

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From Singleton Wealth

Singleton Wealth is a full-service Financial Services Firm and Academy serving businesses by providing accounting, business consulting, financial planning, wealth management, and tax services. We also serve individuals with complex tax returns. We operate an onsite academy for those seeking to launch a business, established business owners, and individuals who want to learn about building wealth. Course topics include: starting and growing a business, business/individual taxation, financing a business, creating wealth, retirement and estate planning, and more. Courses can be completed on a one or two-day weekend schedule, and we offer an eight-week comprehensive master course for individuals launching a business and needing support.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

 online appointments by appointment only women-owned open to all

Ratings

Google Google: 5/5

Singleton Wealth

5230 Washington St Ste 1, West Roxbury

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