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Finance Advising reviews in Anthem

  • A
    Asset Preservation Tax & Retirement Services
    I arrived early for my appointment and was able to relax in a comfortable lounge. They had a nice selection of snacks and beverages and was an unexpected surprise. I really needed help with a complicated tax issue and I found the entire staff to be very friendly. I had some concerns and wanted to make sure I was not missing anything. I was able to meet Bob and sat down with Lisa who was a pleasure to work with. She didn't talk over my head and was great with helping me understand the items I can take advantage of on my tax return. She really did a great job, answered my questions and I never felt rushed. I have since been back for some help with my financial planning. I learned more about my investment options and things I can do to help grow my accounts. I've also found this to be a HUGE help and something I should have looked into a lot sooner!! It's not too often that you find such a great place that can really explain things in a simple way. I can recommend them and I'm sure you'll be as pleased as I am!!
    - Jamie A.
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Financial Advisors in Anthem

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