“If you need tax planning or advice Randy was great. He answered all my questions and saw me at my convenience. The receptionist was great and helpful as well. Will use this business again if I need any other tax planning or financial guidance”
“Jim is super helpful and professional and was able to answer all of my questions. This created a lot of clarity for me with my current situation. I highly recommend this business. Even if you just need to ask some questions and want to do so comfortably, this is the place to go.”
“Erick is very knowledgeable, professional and nice. He takes the time to explain things to me so I understand. He took the time to listen and learn what I wanted and has helped me get there. I would HIGHLY recommend Take Point Wealth Management.”