Cancel

    Open app

    Search

    Gerald Winters

    3.0 (2 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Gerald Winters

    Estate planning

    Business litigation

    Gerald Winters Photos

    You might also consider

    Recommended Reviews - Gerald Winters

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.

    4 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    You might also consider

    Verify this business for free

    People searched for Estate Planning Law 165 times last month within 20 miles of this business.

    Verify this business

    Solstice Wealth - This is Julia, co-founder + principal advisor of Solstice Wealth

    Solstice Wealth

    (54 reviews)

    Phil and I did a 1-hour consult, and it was so informative. He really took his time to answer all…read moremy questions and explain the things I didn't understand. His knowledge in this industry is so valuable. The most incredible thing to me was the follow-up email he sent of resources for my next steps and a recap of my personal priorities he and I mapped out on the call.

    They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

    Linda W Liu, CPA

    Linda W Liu, CPA

    (16 reviews)

    It very hard to found a good CPA service that is trustworthy and even then there doubt. Well after…read moreresearching. I finally found CPA service I trust and has showed me I made the right decision. I wanted to take the time to thank Linda W Lou, CPA firm for everything that you have done for me. Over the passed few months it's been challenging but I've learned and experience something that I haven't experience in a very long time since I've left the military. And that is Trust..... And what I mean by that is trusting someone to do what they say with no real hidden agenda, and only with my best interest at heart . Her and team had put a lot of time in going back researching and correcting mistakes made by my previous CPA law firm for over five years that I trust but fail me for not taking care of business like it should been and also the mistakes made by the IRS. She is currently handling all my overseas travel for the last three years. It has been my pleasure and I'm very happy that I chose you and CPA Law firm to be my advisor and consultant for this very important part of my life and records. But what I'm really trying to say is... Thank you..... And I appreciate everything that you've done and will do for me in the future thank you.

    This CPA Service is how a professional business should be run. The service is prompt and…read moreattentive. The CPA is extremely knowledgeable and knows professional accounting like the back of her hand. All questions are fully answered, explained, and recommendations given. The fees are always competitive. Thus, five stars!

    Gerald Winters - estateplanning - Updated September 2026

    Loading...
    Loading...
    Loading...