December 2014 by Bree Trovato
My mother recently passed away and I just had so much paperwork and things to figure out money-wise with insurance money, 401k, her estate, etc. John spent 25 minutes on the phone with me explaining how to handle certain situations and answering any questions I had. He told me to come into the office to speak further. I went to set up an appointment (expecting to pay at least $100-$150 for an in-person meeting), and they told me that the first consultation is free with him. When I actually went to meet with John, he welcomed me in and made me feel completely comfortable. Since this was a free consultation, I wasn't sure what to expect, and figured he would make it be in and out quickly. Much to my surprise, he wanted to know everything about my situation and carefully reviewed each piece of paperwork I brought him. He went above and beyond my expectations and I honestly felt that he cared about what I was going through and wanted to help me in every way possible. I was able to ask him every single question I had and work through all of my concerns, where he explained in detail each option I have for the different situations. I was in his office for over 2 hours and not once did I feel rushed. I am astonished that he took this much time to sit with me since it was a free consultation. There is no doubt that I will be recommending him to family and friends, and returning to see him during tax season, or with any other financial needs that I have. I cannot say enough good things about Newsholme... You will not be sorry that you chose them to assist you with any of your financial or tax needs.
