We contacted Greg for simple tax services, but we like him so much that we keep talking to him about everything – overall finances, retirement outlook, new job offer packages, etc. He has been able to give useful information every time. Because of him, we are more aware that we lack diversification in our overall portfolio, what our expenses would look like if we were to have a kid, how old we do need to work till until we can retire, etc. He's really easy to talk to, with an added bonus that all the interactions happened via Hangouts and email! So convenient.
Recommended forPersonal Taxes Financial Planning
I have complete confidence in the state of my finances, taxes, and retirement thanks to Greg. He is a consummate professional, easy to talk with, and extremely knowledgable. I always come away from our conversations with the sense that I've made the right choice in trusting Greg with my financial planning.
Recommended forPersonal Taxes Financial Planning Tax
As someone's who only knows the basics about finance, Greg was able to teach me a ton about 401ks, IRAs, and how to plan my budget within just an hour. He helped me get set up with an investment strategy, and was there to answer all of my questions, no matter how complex or specific. Definitely a very easy guy to work with -- and everything was done over Google Hangouts!
Recommended forFinance Financial Advisory Tax Advice
Of the many tax and financial advisors I have worked with, Greg is by far and away the best. He worked for a big firm with high net worth clients and now the rest of us get his expertise. Very tech savvy, organized, and a friendly guy for Q&A.
Greg is always available to answer questions big and small. His rates are reasonable for the level of personal attention he gives his clients.
Greg is amazing — he is the future of financial consulting. He does everything virtually. No more collecting all your receipts to trek down to your tax person's office. We speak regularly over video chat, he has advised on everything from our investments to our car purchases to our job move riskiness. He is a very personable guy, a pleasure to talk to, and that is probably why nearly everyone I have recommended him to ends up working with him as well. Seriously one of the best people we've ever worked with.
Recommended forFinancial Consulting Financial Advising Tax Preparation Investment Advice Investing
Hi Justin- We are looking for a new stock broker. Do you think Greg would be a good fit for us?Hey Justin, do you think using Greg's services is overkill for my simple finances?