Worst decision I ever made. He managed to LOSE over 30% or our investments while the markets gained 30%+. We are $2,000,000.00 poorer because of them.
March 2021
I will NEVER have my taxes filed here again. I've gone here my ENTIRE tax filing life (since it was Nichols financial) and their fees have jumped to over $100 more, than last year, for the exact same type of filing as last year. Not only that, BUT THEY DO NOT INFORM YOU OF THIS UNTIL AFTER THE FACT?.
September 2019
They focus on listening to the customer and providing the necessary services based on their needs. I highly recommend Joseph and Angel!