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“Dan is extremely knowledgeable and gave great advice on how to anticipate upcoming changes in the tax code. He walked me through past returns and helped show me what would be changing and I will continue to consider him a trusted adviser moving forward. I would highly recommend him whether your financial situation is simple or complicated.”
“My wife and I were introduced to this firm a couple of years ago now and worked predominantly with Robert Schneider. Robert seemed to genuinely care about everything happening in our lives across a pretty tumultuous time. More importantly, he was a tremendous help. I can confidently say we'd still be in business together if we didn't move overseas.”
Financial Advising
Financial Advising
Financial Advising
“Erin O'Flaherty and Ashley Higgins are wonderful to work with! Erin seems have a lot of experience, is good at tracking things, is very intelligent and is strong at getting/keeping transaction logs clean. Ashley is also intelligent, super friendly, willing to help/take on tasks, will put in the time and effort to find a solution, and is organized. They are a pleasure to work with!”