Janet Baez I have been using Visionary Tax for over 3 years and have been completely impressed each time. Dasey takes the most detailed care of me every single time. I have never had an easy going experience when filing my taxes in the past. It was always stressful and I feel like they weren’t personal about making sure I get the best return. Dasey goes above and beyond for her clients and she’s fast and efficient! I HIGHLY recommend Visionary Tax and Financial Services. She has a forever client in me ♥️
Matt Koff Tom does a great Job and we are very satisfied. I would reccomend them to anyone. They are very thorough with options and they keep the clients best interest in mind.
Sean Pendray As a professional financial advisor and legal settlement planner, I work with multiple trustee options nationwide for my clients, and none are more knowledgeable or responsive than Legacy.
mark whittaker After a terrible and costly error by my old financial advisor. It cost me thousands and thousands of dollars and he didnt seem to care. . I moved on . to Max House he was extremely helpful and supportive . He is making more money for us than the old one also. I highly recommend him.
