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Finance Advising reviews in Albuquerque

  • A
    Marchand & Co CPA's PC
    Robert was able to provide the advice I needed which allowed me to make changes to our withholding so we would not owe tax at the end of the year and some financial planning going forward. He also completed our taxes for 2016 and found all our deductions (a few we had not thought of) and prepared everything for filing online. I appreciate his expertise along with his caring attitude. He is very easy to talk to and follows up quickly with any emails or phone calls. I would highly recommend his services.
    - Lora C.
  • A
    Marchand & Co CPA's PC
    We will be working with Robert through our fourth year this year, and we have been very happy with all of the services he provides. Prior to working with Robert, we took our business and personal taxes to two other providers (a tax and accounting firm, and an individual Enrolled Agent). The services we received from both pale in comparison to what Robert provides. In both cases, the work they provided was less accurate, and both would only begrudgingly answer questions for us --usually in the least words possible. In contrast, when we work with Robert, we feel like we have a real partner in any undertaking we need assistance with. He is looking out for our best interests and doesn't mind explaining things. Robert has come through for us in tight situations when time was short. And he has offered clear and logical insight to help us with decisions. We trust his knowledge and experience and are really happy to have found him. We also feel that his rates are entirely reasonable. The others who work with him and/or under his supervision have also provided high quality services. We highly recommend Marchand & Co CPA's PC without any reservations.
    - Edward G.
  • A
    Marchand & Co CPA's PC
    Robert is an excellent accountant, who possesses an acute knowledge of the tax code, is attentive to detail and is always available to answer questions. He goes above and beyond both as an accountant and a personal financial advisor. We highly recommend him for all accounting needs!
    - Tai W.
  • A
    Marchand & Co CPA's PC
    It goes very well. I have never had an issue or a problem. He is very responsive through email and by p hone. He is punctual and is very professional. He gives me copies of everything and helps me to find tax advantages.
    - Cecile E.
  • A
    Upper Left Wealth Management
    Randy Kurtz is amazing and one of the most honest business people I have ever encountered.  He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my IRA to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in.  Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my IRA to and basically let it sit and accumulate in a more even fashion than my current one has done.  He even suggested where I place the funds to maximize my stability at a low expense ratio.  I highly recommend Randy as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity.  Fantastic experience!!
    - Meryl C.
  • A
    Judy Lawrence - MoneyTracker
    She gave a class in Albuquerque, was well prepared with teaching materials, books, and great realistic examples and stories. She creates a safe place, makes you feel comfortable and connect with the people, en enrolls the audience in the class, in the sharing and learning experience. I would recommend Judy for anyone who needs financial insight and help in their financial situation individually.  Myself as an Integrative health care professional, I found her enriching  financial class beneficial for futher reference to patients.
    - viviane r.
  • A
    Marchand & Co CPA's PC
    Robert Marchand is a both a wonderful person and a very professional CPA.  He has prepared our taxes for the past 2 years and I couldn't be happier.  My wife and I needed a new CPA after we relocated from Austin to Albuquerque in 2010.  We had a complicated tax year after we sold a house in one state, bought a house in another state, and worked different jobs in the same year.  We needed an expert CPA so I asked a trusted friend, a local small business owner, and he recommended Robert.  I'm very happy that I took that advice!  Robert is a great communicator and flexible.  He is happy to make house calls and works with my schedule.  Last year he finished our tax prep in the first week of March!  I trust him and hope that he will work with us on a long term basis.  I feel totally confident to recommend him to any of my friends and co-workers!  I gave him a "A" in all of the rating here at Angie's!
    - Tracy Lane B.
  • A
    Marchand & Co CPA's PC
    He is very professional and his knowledge about his work seems in depth.  He is courteous and willing to answer any and all questions.  He really makes sure you understand what he is doing and advises your in a professional manner.  If I could grade him with an A+ I would.
    - Maria G.
  • A
    Howard Friedman
    Our experience with Howard has been great.  He goes the extra mile to help us out.  Even though his main focus is life and health insurance, he also looks at the overall finances and gives great advice.
    - Nancy W.
  • A
    The Mutual Fund Store
    We have been using their services for the past 4 years. They gave us recommendations for being aggressive and non aggressive. They call us periodically and give us updates of our investments. We could get an appointment to meet them and be there. They are very punctual.
    - Frank P.
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Financial Advisors in Albuquerque

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