Amy Bolder Karla is a miracle worker! Shes been my tax preparer for the last 7 years, and each time I come out on top. Last year I just knew I would owe, but she reassured me that everything would be okay, and it was. So grateful for the attention to detail.
Janice Goldbach Roy Larsen is a bright and caring man, but his skills as a Financial Planner are outstanding. He guided me through retirement, estate planning and the death of my husband. Because he limits the number of clients he serves, he knows every detail of my account, my family and when I need to review my goals. He is very responsive, and tough when he needs to be. Roy is my FP and I would have no other. Roy is family.
TIM Poole Very helpful, knowledgeable and friendly. I stopped in looking for some silver dimes and quarters they had a large selection and fair prices.
Cheryl Norris Whenever we meet with our advisor, we feel confident that we have received good advice and that he understands our needs and is working with us to help us achieve our goals. Great group of people - the rest of the staff are great and excited to help as well.