Financial Advising in Bedford, NH
6 locations found near Bedford
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Financial Advising
Financial Advising
“Kathleen Collette is a CPA who knows the right questions to ask and when to ask them. With your honest answers Kathleen will provide her advice and foresight and then implement the best solution for your business or personal situation. Collette Professional Accounting has been instrumental in helping my business succeed.”
Financial Advising
“I just recently transferred a ROTH IRA over to Rise from a previous broker. I worked with Justin Hall and his team and couldn't be happier! I don't know a lot about investing and wealth management, and Justin sat down with me and gave me a ton of great information, walked me through some basic steps, and has stayed in communication the entire time. It made this honestly intimidating process so much easier. Highly recommended!”
Financial Advising
“A real office with real people. It's great to have investment advisors that you can actually talk to face to face; ask questions and get guidance. With no more big corporate pension plans - a guy's gotta fend for himself to prepare for retirement and it's nice to not have to do it all alone. Ask for Mike Gula. He's excellent with more than a decade of personal experience under his belt making him young enough to get it and experienced enough to guide you.”
Financial Advising
Financial Advising
“I have used Williason's Tax & Financial Services for the past 18 years. Bruce helped me launch my interior design business back in 2003 by helping me form my LLC, and advised me on everything from point of sale software, managing my expenses and overhead, and of course, filed my personal and business taxes. Manon, his wife, has helped me with my book keeping and ongoing training on Quickbooks over the years. I highly recommend their services for both new and well-established businesses as well as for personal tax and financial services. They are also very nice people and wonderful to work with!”