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Finance Advising reviews in Matthews

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  • Her services are excellent. Sarah continues to exceed our expectations both professionally and personally. She gracefully shares her business, accounting, tax and investment knowledge in the best ways to help you succeed. Sarah truly wears numerous "hats"!
    - Sheri K.
  • I had a lot of changes in 2012, retiring from a full time position (W-2) and becoming a consultant(1099); moving from California to North Carolina.  Not only has Angie's list been a valuable source for me for service providers, but Eric was extremely helpful in helping me to catch up on taxes that were due for 2012, and discussing different options to help me prep for my tax return (which Eric will do for me).  In addition, he introduced me to Adam Taff in his office, who has been instrumental in helping me plan for my financial future, and further I have had an introduction to a lawyer to review my will.   It's been like one-stop shopping!  Along the way, everyone has been professional and extremely helpful.  I plan to continue working with all of these contacts.
    - Paula T.
  • Eric Guggenheim is our financial advisor. When we moved he got licensed in our state so we could still use him. He had helped us save for retirement. He is not pushy at all. He is gracious and patient. He is optimistic and trustworthy.
    - Karen V.
    - KIM R.
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Financial Advisors in Matthews

Companies below are listed in alphabetical order.

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