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“My husband and I started working with Aaron over a year ago. We love how knowledgeable and honest he is . He really does care about his clients. He has our best interest in mind. Jamie is also very kind and knowledgeable. If you're looking to invest, give Aaron's office a try! You won't be disappointed!”
“We have used ABBB for several years. Everyone we have worked with is very responsive to our questions. We are thrilled that the firm is now leveraging technology and has integrated Tax Caddy into the tax documentation process. Tax Caddy has made it much easier and is a great time saver for providing our CPA team with all of our forms. We can use Tax Caddy on our computer to upload forms, or we can use the phone app to easily take photos of our tax documents. We can also message our tax team with questions regarding the forms and documentation. We have already started to upload tax documentation for next year's tax filing. The tax documentation process is actually kind of fun! Who knew how easy this could be?! Kudos to ABBB!!!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Dan is the best in the business. Finding someone you can truly trust with your finances is challenging, but Dan doesn’t hesitate to tell you the transparent truth, whether that benefits him personally or not. He’s a great man and he honestly cares about helping his clients establish long term success financially.”