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“I just had my taxes done and was well pleased with the warmth and expertise he showed. It was a quick and painless experience. His fees are very reasonable as well.”
“Great local place for my banking,everyone is always super nice anytime I need help with anything bank related they have just been so helpful,and the nicest bunch of people,..they remember their customers faces and names which is just a nice little topping on the sundae?”
Financial Advising
Financial Advising
Financial Advising
“Excellent team of business focused, tax strategy experts who want their clients successful and educated in tax planning.Dan has done a great job of keeping a staff of professional people including Peter, Faye and others!”