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“Doing both personal and business tax, tax planning with professional, versatile team. Very good communication and response time to questions or concerns. Highly recommend. I don't give 5 stars to anyone except my mother. :)”
“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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“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!”