Douglas McCulloch - Financial Advisor, Ameriprise Financial Services, LLC - South Williamsport (PA)

Nick Ramondo Taylor has been invaluable in helping our family organize and consolidate our finances. He uses a holistic, organized, transparent approach tailored to our goals. What stands out most is his ability to provide financial guidance while considering the emotional aspect of large financial decisions. Since working with Taylor, we feel more confident about our familys financial health and can rest easy knowing he has our back. Highly recommend.

Rebecca Whitney Cassandra was very friendly and helpful. Wonderful customer service. I would recommend her.

Tavleen Singh Have been working with Shetland Financial /Kevin for the past 2 years for my tax preparation and the entire experience has been seemless. Kevin is friendly , knowledgeable and organized. I am person who likes to learn the tax code, and Kevin has taken time to explain the processes. I have used his services for my business as well as personal taxes and would highly recommend his financial services. Needless to say the cost of his services are easily offset by the $$ he saves due to his strong understanding of the tax code which i would have missed while doing the tax prep myself. Kudos and Thanks Kevin!

Ryan H Very knowledgeable and had a good way of explaining the answers all my financial questions!

dale hess Make an appointment and see what they have to offer. You cant go wrong.