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“I have had my taxes prepared by Ray Powell's Tax Service for many years and have been very satisfied with his services. He is very professional, knowledgeable and congenial. His office staff are very courteous and efficient. I highly recommend Powell's Tax Service..”
“I was referred to this office from a fellow colleague for a client of mine and what an incredible help they were! I spoke with Susan, she took the time to explain what my client could do, should do and what was the best approach to remedy their situation. She didn't tell me to have the client call in, she didn't rush me off the phone, as a matter of fact she was upfront that using their service at this time probably wouldn't be the best option for my client, yet she still talked me through a few different scenarios on how to best help. In the end, we didn't need their service at this time, but if we ever do, I'd call them immediately!”
“Natasha Clarke and Daniel Mateo at West Haven branch were so nice and professional in opening new cd account for me today. I am so pkeased with their excellent service. Frank Okeke”
“Excellent staff at Fidelity, then at Fidelity Netbenefits, and excellent representation by Andrea at New Haven, CT. Recommend to everyone looking for financial services.”
“Mike's been doing my taxes for years I've moved to CA but I just haven't found anyone I like better, so Mike's still my tax guy. Thanks for all you've done for me!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I started working with Austin and Toomey investments a few years ago and highly recommend their services. Austin is extremely personable and put together a tailored plan that aligned with my goals and risk tolerance. His personal service is terrific as he's always available to chat with me or answer any of my questions--big and small. I appreciate that he goes the extra mile to educate me on his strategy and has helped me better understand the financial markets and investing. On top of that, we have a plan in place, both short term and long, that has allowed me to feel more comfortable overall about my financial goals. To anyone who's serious about growing their wealth through investing--I highly recommend using Austin as their FA.”