NSO is by far the BEST CPA firm out there!…read more Nina and her team are fabulous!! All of the staff are so professional and everything is done electronically so it's super easy to get them all of your documents! I'm so thankful I found them back in 2016 when I started my own business! They are so knowledgeable and very helpful!! They are conveniently located in Fishers, but like I said, everything is done online though the client portal! 5 stars!!!

Services provided by Nina were overpriced & time consuming. Lost months working with these people…read more I sent RFQ in Oct 2020 for three years of tax business & my returns didn't get completed until mid April 2021. At this point I decided to take my business elsewhere because I needed the money urgently for family matters. I went to H&R block and they offered to beat her pricing, met with me in person the next day after having phone discussion, & got the same work completed Nina quoted me done in ONE DAY. Initially my communications explaining the details related to my tax situation were with Nina exclusively. Shortly after getting my commitment for business she became completely detached from the conversation, & handed me off to her assistant who seemed overworked & short in her communications. It was quite difficult having to re-explain the same details to the two of them who never seemed to be on the same page on matters pertaining to my tax situation. Nina's team never offered to meet in person & by the time they finally got everything completed I had moved onto someone else. After having not filed the taxes she sent me an invoice saying I was 60 days late on pmt, and then sent emails with threatening undertones of lawsuits to get paid for the low quality work & insulted my character.

As a couple we have been a client with Hendershott Wealth Management for over a decade. With 100%…read morereassurance, we could not image entering our retirement years without the prior years of planning with HWM. Living our best lives in retirement, stress free of daily/weekly/monthly management of our portfolio. I simply could not image, in today's world of some much uncertainty, going alone! Retirement in my mind eyes would be NO FUN! It would be work, and worry to imagine the markets daily. We don't!

I have been a client of Hendershott Wealth Management for about 10 years, I discovered them through…read moreHilary's informative and enjoyable podcast (now called Love, Your Money - please subscribe!) and since then, I have been grateful for this entire team more times than I can count. Every single person you will interact with has extensive knowledge on financial matters, but more importantly is able to apply that knowledge to your situation and it is done with kindness and respect. The freely shared resources are incredibly helpful, striking the perfect balance between being informative without being condescending or overly technical. I know it is a big decision but I cannot recommend Hilary and her team more. Bonus points that you will enjoy your interactions with the team? NO! That should be the norm - but you will love your meetings. :)

Met Jason at a sponsored dinner and was impressed enough to schedule a follow-up meeting. After…read morediscussion, we jointly decided maybe we weren't a candidate for his services. He did confirm a couple of my ideas and also gave me a couple of really good suggestions as well as some direction on where to pursue more information. He did all this with open mind even though he wasn't going to profit from the transaction. I would recommend that anyone at least meet with Jason and see if he can help.

From the owner: Guardian Wells Financial rests its stability and relevant advice on the shoulders of experience and…read moreintegrity. Recognizing the need for clear, concise, understandable financial information, we started our own company with a mission to provide retirees and pre-retirees with sound financial advice and a sincere needs based approach to protecting assets with financial instruments. We look forward to the opportunity to provide you with excellent service!

Brenden has been managing my family assets for over 5 years. His performance during the pandemic…read moreoutperformed expectation. Truly ahead of the curve at every turn!

From the owner: Beaumont Financial Partners est. 1981: Your Gateway to Institutional Asset Management!…read more Contact: bking@bfpartners.com Minimum Investment: $500,000 Custodians include: #Fidelity Investments, #Charles Schwab, #Morgan Stanley Looking to maximize your wealth but feel stuck in the public market cycle? At Beaumont, we believe families deserve access to the same investment opportunities as Wall Street Giants. We're a Fee-Only Registered Investment Advisor offering a comprehensive approach to wealth management, including: Asset Management: Expertly crafted portfolios combining public markets with exclusive Private Investments like Private Equity, Real Estate, and Credit. Tax Planning: Strategies to minimize your tax burden and keep more of your hard-earned money. Financial Planning: A roadmap to your financial goals, encompassing retirement, estate planning, and budgeting. Why Choose Beaumont? Unlock the Potential of Private Markets: Access investments previously reserved for institutions, achieving true diversification. In-House Expertise: Our team of Institutional Asset Managers handles your investments directly, ensuring personalized attention and control. We are the architects of your financial future, not outsourced order-takers. ️ Data-Driven Decisions: We go beyond the surface with proprietary models, economic forecasts, and in-depth analysis to manage risk within your portfolio.