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Finance Advising reviews in Lakewood

  • A
    The Estate Planning Team Inc
    They are very thorough and seem to really care about me and my needs.  They know tax and state laws very well. They are personable and professional. I highly recommend them to others and will continue to use them in the future.
    - Delphine B.
  • A
    I have just been looking at purchasing a Prius and was a bit confused by the tax rebate as the dealer would not commit to the details of it. I called Tom and he researched it with the IRS and Toyota. He also checked what the rebate would do with our tax situation. His research saved us several thousand dollars in making a mistake in assuming the rebate would cover all tax situations. It would not. We did better by purchasing a used Prius and saving the money. I would have been unable to have done this research myself.
    - NANCY B.
  • A
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Financial Advisors in Lakewood

Companies below are listed in alphabetical order.

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