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“My family has been with Garrett for six years. He has helped us with transferring 401ks, choosing the right life insurance, and guiding us in taking risks that we felt comfortable with! Highly recommend!”
“Jay is an honest, hard-working individual with an amazing team with the same attributes. He and his team will take care if your assets and grow them through his New York counter-part. An amazing team!”
“These guys are really good. It is based on a Christian business model. And there are folks are extremely well trained. Highly recommend you ask for Paul Bryer. Extra bonus with him he was an engineer for many years, so he understands our need for spreadsheets. Anyway, you won't go wrong talking with these guys about your financial planning and figuring out what retirement looks like.”
“I've been working with Amanda for the past several years to help manage my financial portfolio and there is no one else I would rather trust to do the same. Amanda is patient, she takes time to help explain different financial terminology with me, but most of all I feel confident in my financial future because I've taken the time to sit down with Amanda.”
“Cyntax is an excellent accounting firm. I am a small business owner and Cyntax has been preparing my corporate and personal tax returns for 4 years. Their staff is friendly, knowledgeable and efficient. They have always been attentive to my needs. I would recommend their service to anyone.”
“We've had Stuart Evans as our advisor for over 20 years. He is the lone Schwab rep for the Huntsville area believe it or not. He is very intelligent, patient, friendly, and helpful. We always enjoy his insights and advice which has been very beneficial. He never rushes us and is able to explain things very well. He can talk over your head (easy to do with me) but will scale it down when you tell him so dummies like me can follow. He's very good at that. We would not go anywhere else. Schwab is a fiduciary and doesn't make recommendations just to make them money. Look it up. All that said, if you go elsewhere, all good. Less people competing for his time! If you do go with him, you wont regret it.”
Financial Advising
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“Infinity is very thorough in preparing taxes and they offer financial planing as well! Makes it easy to have everything I need all in one place. I highly recommend them!”