{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Had a great first meeting with David & Tony. So respectful and informative planning my retirement.
I highly recommend them for your financial needs.
They helped me feel less intimidated making sure my future is secure.”
“After I left my business of 30 years I started over at Bakers Life. What a great company to work for. Tremendous opportunities while helping protect families. I feel great about the work I do and the support from management. Best company to work for on the Planet!”
“Wonderful team who is on the ball and very responsive. I switched to them for the most recent tax year and It's amazing how simplified and pleasant the experience has been, when compared with past experiences and previous accountants. Transparency, convenience and accuracy, I highly recommend.”
“Jim and Karen take the time to help you with your taxes and your financials they do this with a very friendly staff and in a timely manner I have been going there for over 20 years I don't want to use anybody else they get the job done right and is very helpful with any questions we have”
“Great staff, they served me quickly and kindly, I'm happy to start this new business. And yes, I'm taking control of my future, working with responsibility and hope, not just chasing wealth, knowing that it's not the ultimate goal. Instead, it's the fuel to accomplish positive things for myself, my family, my church, and society.”
“Victor treated our rather small retirement account with the same attention given to larger accounts. I appreciate his patience in crafting a workable plan for our retirement. I have not always felt valued by other firms, but I do here. I have more confidence in the process based on the financial advice provided.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Barb took over my tax returns during Covid and I have been very pleased working with her & Seth ever since. They are prompt, efficient, and very knowledgeable with everything I need to get it done every year now. Blessings from heaven to people and companies with the integrity like BJS!”