“I came to Kroeger Financial to get my taxes done. I was really impressed with their in depth knowledge of the tax code and how they dealt with my complicated tax situation - rental income, depreciation of a home sale, limited partnership and significant investment income. I quickly decided to move my investments over for management here and couldn’t be happier. They have made/saved me so much money by investing and advising my financial decisions from the perspective of both a tax expert and an adviser. It is so important to have an advisor with this knowledge. Orion is the only financial advisor I’ve found who knows the complex tax implications of my investments and situation, considers not only asset allocation but also asset location and how that will effect me in retirement and my estate overall, saving me what will amount to hundreds of thousands of dollars in taxes over the years. They are a great team and a pleasure to work with.”
Financial Advising
Financial Advising
“I came to Kroeger Financial to get my taxes done. I was really impressed with their in depth knowledge of the tax code and how they dealt with my complicated tax situation - rental income, depreciation of a home sale, limited partnership and significant investment income. I quickly decided to move my investments over for management here and couldn’t be happier. They have made/saved me so much money by investing and advising my financial decisions from the perspective of both a tax expert and an adviser. It is so important to have an advisor with this knowledge. Orion is the only financial advisor I’ve found who knows the complex tax implications of my investments and situation, considers not only asset allocation but also asset location and how that will effect me in retirement and my estate overall, saving me what will amount to hundreds of thousands of dollars in taxes over the years. They are a great team and a pleasure to work with.”