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“I recently just started a new business and I was unsure about a lot of things involving taxes. I called another CPA nearby but they told me that they don't give out free advice and that I would have to book a paid consultation in order to talk to them.Kevin on the other hand, gave his advice freely and has won me over as a client with his capacity for empathy and his wealth of knowledge.Don't go anywhere else, go to Kevin... Tell him Tommy sent ya.”
“Im from a blue collar girl. We dream of even NEEDING a place like this! Anyhow- my middle class family has fallen in deep respect with Shaun at Sgroi. The crew that greets you as you enter or call with questions is incredibly welcoming and kind. These people are knowledgeable and honest and make me feel at ease every time we talk......”
Financial Advising
Financial Advising
Financial Advising
“I have been with David Financial for over 15yrs and the firm has never let me down thru thick and thin, in fact Davis Financial has been so Fair and productive for me that my entire Family has switched over to his firm. Enough good things and service and has been so on top of my investments I would recommend him to all whether they have a large or small amount of money to invest. Jeff is a straight up shooter he personally meets with you every year to explain to you the status of your investment and together make changes or status quo to offer the best options for you and your family's investment dollars. At top notch Firm.”