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“Joe and his team provided a convenient and efficient tax preparation experience. We were able to do everything remotely via his secure web portal, and he even reviewed an underpayment notice from my wife's 2016 return to help us out as a courtesy.”
“Extremely helpful staff, I was pleased by the service. I realized the staff is very knowledgeable and friendly. I would like to thank Dolly for providing best service I ever experienced. Thanks again!”
“Dan and his team all very professional. Before coming to Dan I didn’t realize how many things were being doing in correctly. I am thankful to find such a great company who is organized and keeps me on track so I can focus on growing my business.”
“Health insurance can be complicated and frustrating but Gary takes all those issues away. He is responsive, attentive to needs and continually follows up to insure that things were done the way they are suppose to be done. No none better at this than Gary.”
“These guys went above and beyond to help me out when my mortgage with another lender fell through last minute. They were proactive about ensuring we wouldn’t run into the same issue and we were able to close on time, as promised. Francis did a great job moving quickly and efficiently, and was always a professional communicator even when dealing with stressed-out realtors. The team at RealFi was even able to get us closed at a better rate than we originally had. This is NOT too good to be true, these guys are the real deal!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I have worked hand-in-hand with Highland Financial Advisors for a number of my estate planning clients. I have been incredibly impressed - not only with the results they achieve for their clients from a financial perspective, but also the level of attention they give to each client and the way they work to address all facets of their clients' financial well being. They go far beyond just considering investments and financial returns, keeping an eye on estate planning, tax, and insurance matters among other things. I always know my clients are in good hands working with the Highland team and look forward to a long partnership with them.”