“Dan is great! He is my financial advisor and also prepares my taxes, and has for years. He is amazing about answering any questions or explaining anything that isn’t clear. They are very efficient and flexible when I need to make a change to my appointment. Highly recommend!“
“Dan is great! He is my financial advisor and also prepares my taxes, and has for years. He is amazing about answering any questions or explaining anything that isn’t clear. They are very efficient and flexible when I need to make a change to my appointment. Highly recommend!“