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“Excellent presentation at WCC regarding “Tax Efficient Retirement Strategies ” ! Brian covered a lot of informative points and various subjects which was most helpful in a birds eye view of the whole picture. Our follow up meeting reviewed more details and specific questions and if any "tweaking could be done". Love that! I so appreciate his time in reviewing our portfolio and calming any concerns we may have had on our investments.”
“Everyone here is very friendly and professional, from the receptionist to the financial/tax advisors. My taxes were prepared in a very thorough and timely manner. I would definitely recommend Key Financial Solutions to my family and friends.”
“My boss gave me a gift card for trade first as a Christmas gift. I was able to go to the tradefirst market and purchase some items for Christmas in addition to going out to eat & even used the gift card at a local vitamin shoppe for personal use. There's so many ways you can use Tradefirst!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I’ve been coming here for 5 years now and staff has been wonderful and knowledgeable. The young accountant Ahmad does a great job explaining or elaborating on any concerns I might have. Would definitely recommend !”