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February 2024 by Super Tax Genius
My tax clients ask me for referrals and I do NOT give them lightly. Katherine Ponder is the ONLY financial advisor that I will recommend to my clients!
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May 2021 by Sridhar called Sri aka Dr.JustKidding Rangaswamy
7/21/2020First to ReviewGreat Folks - Amazing people.Good people worth mentioning areMrs. Katherine Ponder - Great Financial AdvisorandMrs. Colleen Johnson -Branch Office AdministratorGreat folks to work with - Amazing, quick, sharp, reliable, intelligent they work really hard and they care even during the vacation how to get things done- always on the go.Find a virtual way to do Webex and what not follow strictly on COVID-19 alsowould recommend across the world.Work on retirementPlanning related to real estate advise etcThis is a long due to send across for them.Thankssri
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July 2020 by Sridhar R.
Great Folks - Amazing people. Good people worth mentioning are Mrs. Katherine Ponder - Great Financial Advisor and Mrs. Colleen Johnson -Branch Office Administrator Great folks to work with - Amazing, quick, sharp, reliable, intelligent they work really hard and they care even during the vacation how to get things done- always on the go. Find a virtual way to do Webex and what not follow strictly on COVID-19 also would recommend across the world. Work on retirement Planning related to real estate advise etc This is a long due to send across for them. Thanks sri
