I did a lot of research before selecting someone who would be taking care of my life savings. I…read moreknew that I wanted a fiduciary A person that would put my interests first, before some investment group. When I found Jeff he checked all the boxes. He was very knowledgeable and easy to talk to. He was able to answer all of my questions and put me at ease. A real professional excited about his work and taking care of me! I have been with him for about six years now, no regrets. Give him a look if you are interested in finding a good investment.

From the owner: Custom Financial Plans, Retirement Income Planning, Active Investment Management, Income and Estate…read moreTax Reduction, Medicaid Planning, Tax Planning, Social Security Maximization, Risk Management, Business Succession Planning

Trusting Rob with my money is trusting Rob with my life. I was not happy with my prior financial…read moremanagement service, and so I switched to Rob. He's been great! He is incredibly responsive, knowledgeable and dependable. He takes the time to work things through with me to best meet my needs. He is supportive and kind. He is just the best!

Rob has been our financial manager for a few years now and we could not be happier. He is always…read moreavailable for questions, he is incredibly knowledgeable and easy to work with, and we feel confident our money is in good hands. Rob has been great at being upfront and honest about our financial situation and is working with us to help reach our retirement goals. He is always willing to discuss the current market and calm fears about volatility. I highly recommend Rob!

Board member perspective here - Chad has been absolutely fantastic to work with and is a perfect…read moreexample of what a HOA Management company should be. Despite the unusually difficult transition from our previous management company, Chad was very professional and communicative throughout the entire process. We are fortunate to find a great Partner for our community

Chad was amazing to work with! We were looking for a retail…read morespot to open a bar and he was very knowledgeable and was able to show us great locations for our business -- definitely recommend!

Selina was an answer to my prayers! We opened our business earlier this year and I was drowning in…read more"the books" - I literally could not sleep at night. Selina reached out as if on cue. We interviewed her and checked her references who had nothing but praise for her work. Ever since she has been working with us, I have felt more free to work on our business. She really has a fine eye for detail, understands our business and asks us all the right questions. It really is a relief and a blessing- our books will be in order year end because she keeps us on task all along the way. We highly recommend the Virtual Number Cruncher!

From the owner: Our business specializes in helping small businesses ranging from real estate/property management…read moreto architects/interior designers/contractors. We also are certified in QuickBooks Online, so we offer consulting to business using QuickBooks Online as well. We are a virtual company, meaning there are no overhead fees added to our hourly rate. This means we can provide the best service to you at the lowest rate... without overhead costs or the hassle of hiring an in-house bookkeeper, Virtual Number Cruncher is an easy solution to a complicated part of your business. Let us help. Email or call us today to get a free consultation.

Because of Megan's guidance over the last 5 years I was able to retire earlier than I expected,…read morewithout feeling the crunch of a fixed income. I cannot recommend her enough!