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“Gary Scheer has been super helpful with navigating numerous issues we have had with our insurance company regarding denied claims and denied services. He is very patient and responsive and always makes a point to follow up with any of the concerns we have had. While dealing with insurance companies can be very frustrating, knowing Gary is available to help has been reassuring.”
“Joe and his team provided a convenient and efficient tax preparation experience. We were able to do everything remotely via his secure web portal, and he even reviewed an underpayment notice from my wife's 2016 return to help us out as a courtesy.”
“These guys went above and beyond to help me out when my mortgage with another lender fell through last minute. They were proactive about ensuring we wouldn’t run into the same issue and we were able to close on time, as promised. Francis did a great job moving quickly and efficiently, and was always a professional communicator even when dealing with stressed-out realtors. The team at RealFi was even able to get us closed at a better rate than we originally had. This is NOT too good to be true, these guys are the real deal!”
“Spoke with a Sid C. today on the phone to set up an account. He was extremely helpful and professional when it came to opening my account. He took his time to work with me and go over all the options that fidelity provides. Great service!”
“Went in last minute to setup a solo 401k. Got immediate attention and very helpful and thorough guidance at this office. My contact Giovanni was superb and went out of his way to accommodate me. Top notch service A++++++”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Very profession staff with many years of experience in accounting and financial advising. I have been using their services for over 10 years and I have peace of mind knowing that they are always here for me.”