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Financial Advising
“I recently closed the sale of an asset held in my SEP IRA. Lori Johnson assisted me and was great to work with and got everything taken care of well ahead of the deadlines. I was very happy with how smoothly everything went. I have worked with NDIRA for years and they are truly top notch.”
“AdvisorLaw has a proven professional process for assisting financial advisors with legal matters. My experience was excellent, orderly, and they delivered as promised. I highly recommend them.”
“Omni Tax Solutions have provided our family with the very best customer service and expertise regarding all of our tax questions, issues and needs. Omni's staff (John M & Michelle B) have always provided the very best customer service. They always respond to our emails, phone calls, and questions in a very timely manner. We would highly recommend Omni Tax Solutions for any Tax questions or issues that you, your family, or your business may be facing. Thank you Omni Tax Solutions team for being with us every step of the way.”
“As a small business owner in Eugene, OR- I typically use an air horn on sales calls.I'm SO GLAD PFG called, Clarence is literally the BEST!I answered and they ran my ERC credit.PFG was efficient, effective and at less than 50% the cost quoted by other firms for this service.I have contracted with similar groups over the years on tax matters; PFG is literally the only one I would reccomend wholeheartedly; I'm pretty sure this industry is where the used car salesmen landed.Their entire staff was pleasant, knowledgable and no nonsense- an ideal partner...”
“I’ve had the pleasure of working with Desiree Dallas at National Credit Care. Not only is she a knockout professional at her position but she has been so kind and patient with me since the loss of my husband and all the banking details I have had to deal with. She’s a shining star and a real human. And my credit score went from nonexistent to stellar! Thank you so much to Desiree and NCC.”
“Teresa is incredible, as a small business owner I have lots of questions and need a lot of guidance. After having 2 dead beat CPA firms that I lost a lot of money too she has truly been a godsend to me, my husband and to my business. Thank you if I could give her more stars I would.”
“We recently moved my parents investments from Edward Jones to Fidelity and received great support from our financial advisor Keven Coe in Broomfield, CO. There were several issues to manage through and he stuck with us until everything was resolved. What I appreciated most is that he listened to what we wanted to do then guided us in that direction instead of pushing any type of standard corporate agenda. His level of expertise and customer service increased my confidence in Fidelity as an organization.”
“Omar was a pure joy to do business with. He has excellent customer service skills and is extremely personal with his clients. I would recommend Omar to all my friends.Thank you Omar for doing everything in your power to try to help us save money. Your the best.Respectfully yours, Colleen and Anthony Allary.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Danielle is very knowledgeable, trustworthy, and explains things very clearly. Thanks to her attentive eye, my retirement account is one less thing for me to worry about!”