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Finance Advising reviews in Tega Cay

  • A
    Sarah N Reames CPA PLLC
    Sarah has been handling our tax prep and financial planning for several years.  She is very professional and responsive.  She gives good advice and helps to work out any difficult situations with integrity and wisdom.  What  a gift to find a realistic, down to earth, practical tax accountant and financial advisor!
    - Russell W.
  • A
    Sarah N Reames CPA PLLC
    Sarah has helped us with many things over the past several months and has performed them all in a very professional manner while taking our personal situation into account. We had her prepare our taxes and she made it a very enjoyable (if you can believe that) experience. I feel very confident in her knowledge and skills enough to hand over the keys to her. Sarah is a pleasure to work with and is very patient with us. I feel that her rates/fees are more than reasonable for the quality of work she performs and the way she treats her customers. When you go to Sarah, she cares about you and takes the time to really understand your situation and customizes her services and suggestions for you. She is not like "big box" financial planners where they treat you like an account rather than a person and try to sell you things you don't need.
    - Richard H.
  • A
    Sarah N Reames CPA PLLC
    We contacted Sarah for a multitude of services and she immediately set up an appointment for us. During the appointment, Sarah was totally focused on us and all of our questions/concerns/needs. At the end of the first appointment, Sarah gave us a To Do list and she had her own. We set up an appointment for the following week. When we got back together, it was obvious she had done her homework as she had a plethora of great options for us. We will continue to use Sarah for future services, such as tax preparation and financial planning. I even sent her an email today requesting information on some life insurance products for my wife. Sarah was very knowledgable in all the areas we touched upon, and really understood our needs. She tailored her services for us. Sarah made her fee through the products that she sold us. For instance, one of the products that she suggested which we opted for was a Variable Annuity. For services where she cannot make a commission, she would charge a fee.
    - Richard H.
  • A
    LB&J Certified Public Accountants
    Every year, Eric has provided me with prompt professional service, You make sure I understand everything and patiently explains things that I don't understand. I highly recommend Eric .
    - Cynthia M.
  • A
    Turning Point Financial
    He is very professional and thorough. He gave good recommendations and easy to deal with.
    - Peter F.
  • A
    Durso Capital Management
    .
    - PAUL D.
  • A
    Bank Town Tax Lawyers
    .
    - Thomas B.
  • A
    Carol A. Reithmiller, CPA, PLLC
    See above.
    - Sandra W.
  • A
    Sarah N Reames CPA PLLC
    We liked our first meeting with her. She was very nice, and understood our problems. She was also very willing to help us out with our needs.
    - Ray G.
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Financial Advisors in Tega Cay

Companies below are listed in alphabetical order.

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