Taher Financial Planning - Brooklyn (NY)

Richard Scott David and Arabella took on my wife and mine retirement accounts after many bad experiences with brokerages and investor firms. We are very impressed with the passion and dedication to help us to grow our investments. Over the last year...David has helped us grow our accounts significantly, even during the Covid and financial stress of the last few months, We are very happy with him and Arabella. We look forward to a long relationship with them. Thank you!!!!

John Cerzeto I did a search for Levine to obtain the phone # (Im so bad with remembering #s, old age I guess) & came upon this review in which I felt compelled to insert a posting of my own. So what is the old saying? Another mans "junk" is another mans "treasure?" Its all in the eyes of the beholder. My experiences with David Levine & ALL of their staff "past" & "present" has been nothing short of "amazing". I am a successful business man who does not understand an iota of tax filings, etc. Many years ago, I was introduced to David Levine & Company and I have to say, that not only did they encircle me with their expertise but also alleviated many issues I had in which other accounting firms were unable to resolve. AND, I have saved thousands of dollars over the years in taxes! I would entrust this firm with my sons comic book collection (that someday I am sure will be worth $$ and will be in need of trustworthy & competent accountants). Whats the old saying? "you get what you pay for"

Rinat Sadikhov An exceptionally professional and courteous team with outstanding expertise in their service. I was highly impressed with their efficient, professional, and competitively priced accounting services.

Noel Valerio My client—who is elderly and does not speak English—came to this place of business to redeem some money orders. She could not stop telling me how caring and compassionate a young woman working there was to her. The young woman did not rush my client, listened carefully to everything she said, and offered creative solutions to her logistical headaches. Customer service comes from a desire to please. The young woman has that in spades. Continue being you.

Emily Marchenkoff Great company to work with, everyone is very helpful.

Sean Flaherty I have an account with more than one local bank but when I needed a specific signature on a form they were by far the most helpful. Another national brand bank did nothing but waste my time. Not the best interest rates but worth it for the customer service.