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“My husband and I are very happy to have Clint as our financial planner and tax preparer. My sister originally recommended him to us over 8 years ago, and we have been very pleased with the recommendations and financial investments in our retirement portfolio. Our tax situation has been complicated in the past, and I always stress before getting out taxes done. It has always been a better outcome than expected. Clint has a great staff, very efficient, friendly and helpful. His brother Doug (helping us now also) is very knowledgeable about investing in etf's with green energy, and investments that practice sustainability, as we add money in these sectors. Over the years, the track record or our investments speak for themselves. Last but not least, Clint is a great guy. We have depended on him, with challenges in the past with quick and efficent solutions. Thank you Clint and staff.”
“I've been going to this firm for my taxes for several years now, and cannot recommend them highly enough. As a professional freelancer/contractor, my taxes are complex and Doug works with me yearly to make sure I'm getting everything I am due. Great firm, nice people, very intelligent. Highly recommend.”
“I needed to open a new business account and was helped by Julie Perez. She was extremely skilled and helped me find solutions to overcome obstacles and my mistakes. She went way above my expectations. She is an asset to PNC and she is a wonderful human being. Keep up the good work Julie”
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“I sought the services of the JL Smith Group to help with some initial financial planning and could not have been more pleased with my experience. The team was very professional and knowledgeable! They helped steer me on the right financial path and we’ve built a great rapport. I definitely trust them and look forward to continuing to use them for other financial services down the road!”