March 2016 by Deirdre Frouge
I have been a client of Futurity Capital for several years for both tax return preparation as well as tax planning and investments. I found them to be very honest, professional, conscientious and easy to work with. They will sit down with you and discuss your goals and how best to achieve them. They really listen and will explain ideas and strategies clearly. One of their features that I liked the best and found refreshing was the fact that they are independent and fee-only and that I did not have to be subjected to a hard sell of life insurance or an over priced mutual fund that I did not want or need. I would recommend their services to anyone looking for a great Certified Financial Planner or investment advisor or tax preparer.
