Heritage Wealth Advisors - Ameriprise Financial Services, LLC - Santa Rosa (CA)

Cynthia Valle Stella is a very knowledgeable bookkeeper and she’s very reliable. I am also a bookkeeper and she helped me with my Quickbooks setup and business. She encouraged me to get certified in Quickbooks and helped me to pass the exams as well. Her clients are very pleased with her work and professionalism. She will also help you and your business on how to save money by reducing tax expenses.

Sheldon Elias Schiffer My experience with RVW was very fruitful. I provided extensive documentation of my financial situation, my property holdings, my tax liabilities, and my potential future earnings. RVW thoroughly analyzed all angles. The results were a very realistic picture of how I can optimize my holdings to improve returns. Their report included best case tax strategies for a somewhat complex set of options with quite distinct results. Furthermore, the team was excellent at communicating thorough and detailed questions and answers. When there was a topic they could not answer, and there were very few, then they turned to an expert in that specialized field of knowledge. Overall, RVW served my needs at an important time in my life, when I could see the retirement sun coming over the horizon. My work with them gave me clear direction and goals for the long and short run. I look forward to our next step in the process, and I recommend their services to anyone looking to optimize their holdings for retirement.