I was referred to Lloyd financial services in 2016. They have done a great job with my taxes. Bob stays on top of all of the current tax laws, helping me file taxes while staying within current federal and state guidelines. So grateful that I found this gem of a company.
December 2018
Bob Lloyd and his firm were able to formulate a comprehensive financial strategy for the future of our company- which we were unable to do without their help. The level of experience and insight they brought to our planning was impressive and very much appreciated. We highly recommend.
