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“Carrie is a very informative and great business owner! Always have a great experience with my financial needs when I go to her. Highly recommended for any tax preparation and financial business!
~Michael”
“I would like to express my thanks for the work Bret has done for me and my husband over the past years. The expertise and attention to detail with which Bret has handled our financial affairs has been outstanding. We wanted someone who was qualified, has integrity, is ethical and someone who had the experience with investments. We felt very comfortable in putting our finances in his care and for his guidance in the right direction. We have no hesitation in recommending Bret's services for anyone looking for sound financial advice. We look forward to our continued relationship with Bret.”
Financial Advising
Financial Advising
Financial Advising
“After a short, initial consultation I am very impressed and would work with and recommend this firm and Keith Frame, especially if you are self employed. See you this tax season!”