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“Today CFO has managed our books and taxes for a while now, and have done a great job of keeping us aligned with tax law while ensuring we are taking advantage of every opportunity we have available to us. Kristen and Maria are quick to respond and quick to ask questions to ensure we are properly documenting our records correctly. One thing that makes Today CFO different is you don't feel nickeled and dimed for their services. While they are not a discount firm by any means, the service is worth the price. We plan to be with Today CFO for a long time.”
“My experience with Legacy Capital has been great over the past couple years. I've worked with several financial advisors in the past, and no one has done a better job at working with me and my family to ensure that we're on the right path to saving for retirement and living debt free. I highly recommend them.”
“I hired PPL to take over my accounting/bookkeeping from a prior reputable tax firm. The difference in quality of service and communication has been a night and day difference. The PPL team (and specifically that of Tracy Gibson) has been above and beyond. If you are considering making a change with your accountant/bookkeeper (or if you have been handling your books by yourself), you should really give PPL a call...you won't regret it.”
“I'm not sure why this location has such negative reviews, but I had a wonderful experience as a walk-in today. Mitchell greeted me with a warm smile upon entering and immediately asked if I needed assistance. Even while multitasking, he listened to my concern, asked for just a moment to wrap up what he was doing, then returned to help me. He was fast and efficient, taking me into a private room to discuss my account so my privacy was protected. Thank you so much, Mitchell!
Just a heads up for others - you'll need time to find street parking, but there's plenty of parking available across the street.”
“Good location and good customer service. They can help only over the screen due to the pandemic but they do the best they could. Good customer service. Highly recommended!!!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We have had such a great experience with Outlook Wealth. The entire team was so helpful and professional in guiding my family and I through the whole process. The best professional team of wealth advisors!!”