We switched to Cardinal Hill from a different financial advisor and have been so impressed with how personal they've been with our financial details & plans. What a huge difference from the previous company! Cardinal Hill is helping us be more intentional with our finances, form goals, and take steps to achieve those goals.
March 2025
We have been with this firm since they started. We have a lot of confidence in their expertise, especially since one of the partners has a PhD in finance! They are personable, attentive, responsive, and have so much integrity. Very good choice for wealth management.
February 2025
Jessie, Robert and Brooke are top notch! Advisors and wealth management that I can trust is so valuable!
Specialties: Experienced Tax Advisors averaging 15 years of experience, 100% Accuracy Guarantee, Over 40% of Tax Advisors hold top 2 certifications offered by Block Advisors, Year-Round Tax Preparation and Planning, Highly trained Tax Advisors who are required to pass specialty tax training each year, Business Services: Bookkeeping, Payroll, Max Refund Guarantee
