Went to the Wealth Guardian Group to have them prepare my taxes, I was getting frustrated with my current CPA since every year the fees kept rising. I thought I would make a change...sure glad I did. Jared Daniel worked with me, but instead of just filing my tax return like my previous CPA did, he helped me with some tax planning and actually saved me almost $3,000 in taxes this year. Then he showed me how I was paying a ton in hidden fees with my IRA account. I had no clue that I was paying almost $8,000 in fees that I didn't have to. I would highly recommend the Wealth Guardian Group, I have never worked with a professional that actually acted professional like Jared Daniel did!

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anonymous

03/13/12

5.0

We got the BEST rates on life insurance. We have checked with several other companies and we got the best rate and best policy through Wealth Guardian Group.

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Categories

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service

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AKA

Wealth Guardian Group PLLC

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