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“This is an exceptional, very personalized, and HANDS ON company. We not only use their services for our business and personal returns but our decedent's estates and trust work. THEY TRULY GO THE EXTRA MILE. I have every confidence in all information I'm given. The owner TEACHES, as an enrolled agent, for the IRS. They keep abreast of all that is new and make sure to pass that pertinent information to their clients, in language I can understand. This is an exceptional company!”
“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.”
“Mike is an exceptional guy/owner and I always know that when I refer someone, he will have one of his staff follow up immediately. Thank you also to Danny, who made my health insurance shopping a breeze. I put him in a tight spot with limited timing and tons of questions; all of which he answered with patience and grace. Job well done, guys. Thank you for caring about your clients the way you do.”
“Melissa De Rosario and Michael Pesendorfer took over after my initial advisor left and have done an amazing job of getting my investments organized and communicating with me on any goal or personal changes. Highly recommend them.”
“Questions on investments, managing money, planning for retirement? Come to this location! Zoya was amazing to get us started with Charles Schwab. She walked us through the amounts of money we had in different accounts, what different investment funds we should consider, briefly discussed our future goals, and set us up with a financial advisor to further our investment strategy and plan. The Charles Schwab environment made us feel comfortable with the investment direction we are going in.”
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“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!”