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“When we moved from to Cleveland we asked our realtor for a tax specialist. She recommended Smith Financial (George). Today capped the 8th year of his company managing our taxes. Now my business taxes as well. Between George and Greg, no question can go unanswered. Thankful for the referral many years ago.”
“When you need a new financial planner, be sure to ask for Thomas Erb at Wells Fargo. I needed to find a new planner who could help me navigate a 401K roll over and to right some poor choices I had made from working with others in the past. Tom will walk you through the steps, provide information to allow you to make the best next right choice for your future. He is truly helping people achieve their goals.”
“Kathy and her team are very experienced and up to date with the tax code changes. this is our second year using Lyle and Associates for our returns and this year we've added my parents returns to the mix. We are thoroughly satisfied.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I couldn’t ask for a better group of people to give great advice. They are willing to help even if it doesn’t seem to benefit them immediately. If you need any financially planning or retirement savings, this is the best place to be.”