“Simeon helped my wife and I with a 401(k) rollover & our tax filing for the 2023 tax year & we have been with them ever since our previous preparer retired. He answered all of our questions and went above and beyond explaining our options. Had one of our best years ever in the market in 2024 & I'm very impressed with his availability whenever I have questions about our investments or taxes. Thanks for everything! Don't retire!”
Investing
“Simeon helped my wife and I with a 401(k) rollover & our tax filing for the 2023 tax year & we have been with them ever since our previous preparer retired. He answered all of our questions and went above and beyond explaining our options. Had one of our best years ever in the market in 2024 & I'm very impressed with his availability whenever I have questions about our investments or taxes. Thanks for everything! Don't retire!”