See what our clients say
See what our clients say
We’re proud to share our client reviews because top-notch service and commitment to your total financial health is the fingerprint of our work.
August 27, 2021
Timm and his team were helpful and knowledgeable.
I will recommend him to my friends
Thanks, Timm
August 27, 2021
Night or day this team responded to our questions. It felt like working with a friend.
August 27, 2021
Your underwriter gave us hell. In retrospect it might have saved us all grief is we had just finished returns as the required paperwork to get around this cost thousands more and created stress.
August 26, 2021
Overall we had a very good experience the team was very responsive and willing to make accommodations to support the process. The experience could be improved with a phone call at the outset to explain the process. The portal was not clear and it was not initially communicated that this would be a primary way for information to be collected so we should "keep track" of username/password information. That would be helpful to know upfront.
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