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October 2023 by Kevin LeBlanc
We are writing to express our deepest gratitude for the exceptional assistance and support Nolan Venable has provided us as our new financial advisor during our transition from 40 years in business to retirement. When we initially embarked on this journey, we were overwhelmed and uncertain about how to navigate the complexities of transitioning to retirement. However, from the moment we met with him his experience, professionalism, and genuine care for our financial well being put our minds and ease. We appreciate how he took the time to address all of our questions, concerns, and made us feel comfortable throughout the entire process. Now as we enter retirement, we believe the foundation he has successfully laid will enable us to fulfill our dreams and aspirations during retirement...We are eternally grateful.Kevin & Belinda
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October 2023 by Charlie Freeman
My family has gotten help and advice from Dennis Vallejo several times and couldn’t be more pleased with his knowledge and professionalism! We would recommend him and Wealth Advisors to anyone seeking advice on wealth investing, tax help, and insurance guidance!
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September 2023 by Loraine Hebert
The staff at Wealth Advisors are always available to assist with any questions or concerns. It’s been a pleasure!
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June 2023 by Marie Briley
Almost six years ago after moving back to Lafayette, I moved all of my investments to Wealth Advisors with Jennifer Venable. Jennifer has since retired and Nolin Venable has taken over my finances. They both have such an immense knowledge when it comes to investing and keeps a finger on the market changes as they occur to help me with my decisions. I feel totally confident that my money is in the best place ever and it continues to grow.Nolin has gone out of his way to help me with protection of my funds for retirement. This was something I had not considered and probably never would have, if not for Nolin. With Dane doing my taxes and Dennis my health care, I feel like I have a family looking out for me. The best part is that they can communicate with one another to find the best choices for me.I highly recommend this group from Wealth Advisors.
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June 2022 by Alex Blanchard
Dane Colligan was my tax advisor. He was very thorough in presenting my tax return to me and answered and and all questions that I had! He even gave me tips on how to reduce my fee from him. I have had nothing but good experiences doing business with Tax Advisors. Highly recommend their services!
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May 2022 by Angie Akers
We are very pleased with the service we received at Tax Advisors. Todd is very good at what he does! He spent time explaining everything to us in a manner that we clearly understood. He made the whole process easy. We will do business with him and Tax advisor again.
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April 2022 by Douglas Guillot
We have used Todd with Tax Advisors for multiple years now for both personal and business tax preparation. With Todd’s extensive knowledge and job history as an IRS resolution specialist, we feel very comfortable knowing that he will always have our best interest at hand and the fact that he could represent us if something were to ever arise offers us a piece of mind. The turnaround time from dropping the initial paperwork off to E-File is exceptional. We cannot recommend Todd enough. We love the fact that you can enter one single building and receive assistance from investments to insurance and tax preparation.
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April 2022 by E. Davis Parker
I can highly recommend Mr. Todd Ancona as a person to help prepare one's tax returns. I have used him for at least 5 years now and compared to previous accountants I have used in the past, he is by far the best. I have not had need for corrections or answering inquiries from tax authorities since he has been helping with my returns. He is also very clear in explaining the seemingly unending changes and nuances of the tax codes of the S and Louisiana. Furthermore, he is congenial and easy to discuss tax questions with.
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April 2022 by Lihle Mnash
I highly recommend Mrs Kimberly Louis to everyone looking for Forex and Bitcoin trader. Words can't describe how wonderful she's did on my trading account, I am delighted I trusted her and gave her a chance to help grow my $1,000 in to $12,700 in just a week. I advice the entire public to invest with Mrs Kimberly Louis contact: + 1 (860) 556‑3122 Email:
[email protected]
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March 2022 by Michael Rando
Used Todd at Tax Advisors for my taxes this year. After starting a business, I didn't know where to start on my taxes. Todd made the process easy to understand and hassle free! Very impressed with his knowledge, and the professionalism we experienced. I highly recommend!
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March 2022 by Joseph Branton
Wealth advisor and Tax Advisors have been my trusted partner for investments and taxes for several years now. They are alway responsive, prompt, and a pleasure to do business with. Every tax season I try to be a responsible tax payer and customer, getting them everything needed for my annual tax return as soon as possible and they never fail to effectively and efficiently take my tax filings off my list for the year. Thanks to Dane for all his hard work on my behalf and I would recommend them to anyone.
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February 2022 by Greggory Brzostek
I have been working with Todd Ancona with Tax Advisors for almost a decade, and Todd and his team have gone above and beyond when it comes to filing my taxes and addressing any tax related inquiries. They are knowledgeable and have always completed items in a timely manner. Additionally, the Tax Advisor's team provides a personal touch that allows their customers to feel at ease during a time that could often be stressful. I refer all of my friends and family to Todd, and I would highly recommend this firm to anyone.
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February 2022 by Tyler Pötier
Found Wealth Advisors when I moved back from Jacksonville, FL. I usually used TurboTax, but after completing my taxes with Todd, I am now a fan for life.. and can say that I will refer anyone to file your taxes with this company! Very professional and informative when dealing with tax information. Thank you Todd and Wealth Advisors staff!
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February 2022 by Anthony Bloom
The CPAs at Tax Advisors have been with our family every step of the way to help resolve complex Estate tax challenges spanning multiple years. Reaching out to them was one of the best decisions we have made concerning the estate. The support we have gotten from the team at Tax Advisors is unmatched and the costs were manageable.
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February 2022 by Nanette Williams
Our family had a lot of changes during 2021 so we were a little concerned how our federal and state taxes would be affected. Nolan and his staff at Tax Advisors made the transition relatively painless and we could not be happier. It is easier to just share the appreciation letter we sent to them.“Randy and I just finished the review of our 2021 federal and state taxes with Dane. His professionalism and patience is appreciated more than we can say.We are very grateful to Riley for helping us get the various documentation uploaded to the ShareFile.Once again, you and the wonderful Tax Asvisors staff have gotten us through another daunting tax year and we appreciate you very much.Thanks again and stay safe!”Tax Advisors will help you in any way they can. Any question you present is given the importance it deserves. If you don’t understand, they educate. I wish we could give higher than a 5-star rating because they deserve it.
