Financial Advising near Rolesville, NC
5 locations found near Rolesville
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Financial Advising
Financial Advising
“The staff at NY Income Tax Specialists were very personable and responsive. I had issues with gaining access to the client portal but while the support team worked on trouble shooting the office admin stayed in touch with me to keep me updated and even uploaded my documents for me. Damaris was extremely thorough in getting the maximum amount possible on my tax return. She covered every detail and even took time to pause and explain / walk me through every deduction. I will definitely return to have Damaris do my taxes again next year!”
Financial Advising
“Darryl has been amazing to work with. Anything having to do with financial planning or planning for retirement scares me, but Darryl has been so patient with me and really helped me make the decisions that needed to be made. Thanks to him, we're on our way to having a great retirement.”
Financial Advising
“Becky is very easy and delightful to work with. She describes and defines the financial world in laymen terms that I can understand. I have been able to always reach her no matter what time of week it is and she is either available to take my call or gets back to me the same day. She follows up monthly and we have a yearly review. She understands my goals and and is helping me see the results. It’s such a comfort knowing my financial advisor truly cares about my goals and well being. I highly recommend her!”
Financial Advising
“We used Damon for our corporation for over a year. When we started our contract, we thought we were happy with our current model and were expecting Damon to simply pick things up. However, he analyzed our model, suggested an improvement, and helped us spend the next several months implementing it. The changes we made with Damon have helped us better prepare for future taxes, better analyze our profit in real time, and gave us a greater piece of mind as we work on the business day-to-day.For us, it wasn’t just the job that needed to be done, it was a time of education and growth for us as business owners. We highly recommend Damon!”
“Valerie is a wealth of financial knowledge and has great way of keeping us in line with our retirement goals. Highly recommend her for anyone that wants to build their financial wealth.”