Thomas Zimmerman Professional, knowledgeable, thorough, client oriented wealth management company. Your financial future couldn’t be in better hands. Jonathan, Carolyn & Matthew will competently walk with you to accomplish your investment goals.
Steven Gervickas Fantastic state and federal income tax preparer. Very thorough and wonderful to work with. She is extremely knowledgeable and competent in preparing individual tax returns and utilized her experience to get the maximum return for our taxes.
Kim Ganley I highly recommend Invessent! Jarrett, Lidia and Thomas make a great team. They listen, understand my goals and are very attentive. They are thorough in their approach and help me understand the implications of my decisions. No cookie cutter approaches with them. I’m so happy I brought my business to Invessent!
