Zappitelli Financial Services is a family-oriented company that has been serving clients for the past 5 to 10 years. The tax advisors, Robert and Diana, are described as wonderful and talented, taking the time to listen to clients and provide the best advice, whether they are just starting to invest in their future or preparing for retirement. Clients have expressed satisfaction with the company's fast, thorough, and knowledgeable service, particularly in handling estate paperwork and tax preparation. The team, including Bobby, is praised for their excellent customer service and willingness to understand and address clients' concerns. Overall, Zappitelli Financial Services is highly recommended for its personalized and professional approach to financial services.
Robert Zappitelli has helped me tremendously with all the paper work that I received from my deceased brother's estate. I am very satisfied with help and knowledge I got from Robert, to make the best decisions I needed to make. I would highly recommend Zappitelli Financial Services to help you make the best decisions.
February 2025
I had a wonderful experience with zappitelli financial services. They were very fast and thorough. Also they were very knowledgeable about all of my financial needs.
February 2024
I was fortunate enough to have Bobby answer the phone when I called in with a tax preparation question. He took the time to understand my concerns, reviewed the necessary documentation, and provided a timely recommendation. I cannot express enough gratitude to Bobby and the rest of their team for this excellent experience.
