Financial Advising near Windsor Locks, CT

9 locations found near Windsor Locks
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“Dave.R have been extremely helpful, professional and efficient during the whole transaction, so I would again like to express my gratitude for this. Thank you for actioning the slight changes so quickly and producing the accounts so quickly for us. We really do appreciate it.He help us for business and personal we are very grateful to have him as accountant.”

4.8 Superb25 Reviews

“From the day we opened our business we endeavored to keep the best records and do everything right. We ultimately discovered our original accountant had made a mess of things which also impacted our personal taxes. We are so thankful to Gene Turley. He took a nightmare, reorganized all our books, amended all that had to be amended, and now has everything being categorized correctly, efficiently, and to our best advantage. We are so grateful for his attention to detail and for all of his hard work. You can't find a better CPA.”

4.8 Superb6 Reviews

“I highly recommend Charles J. Beyer for his extensive knowledge and detail oriented assessment of your investment goals, patience and ability to answer all of your questions, as well as consistent follow up to ensure you remain on track. He will undoubtedly exceed all of your expectations!”

5 Superb3 Reviews

“Extremely helpful, had a fraud alert on my debit card I called yesterday and spoke to Nicole had home phone issues, she tried everything she could think of to get everything taken care of for me, she was wonderful, went today and they took care of it right away”

3.2 Average22 Reviews

“My experiences on the phone were great. Corresponded with 2 gals online..Very helpful. I did have to go into the SW office and Mariah was very pleasant and followed thru for me..”

5 Superb1 Reviews

“Rich and his team are absolutely the finest. Pasco Advisors has been instrumental in my retirement planning, financial investments, rollover of my 401K and pension plans as well as annual tax preparation.Rich is very thorough and informative and explains options to help in understanding any risks and benefits.I highly recommend Pasco Advisors.”

2.8 Average6 Reviews

“I've utilized Shawn Torres for financial planning, investment management and insurance for both my business and personal needs. Shawn focuses on making sure I understand the why and how's on everything we do together, if for some reason I'm unable to tell him why we are moving forward on a strategy nothing moves forward until he's confident that I understand what we're doing. Over the last 10 years this has made me comfortable in every decision I've made, plus has given me the confidence to refer him to others.”

0 Na0 Reviews

“So impressed! Very easy to make an appointment. Derek was fantastic - thorough and very knowledgeable! I won't hesitate to use them again, and am spreading the word to my family and friends! Fantastic experience!”

0 Na0 Reviews

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