Mr. Tepper is an experienced tax professional with the correct formal education and certifications…read more Summary: 1. Accurate 2. Professional 3. Timely 4. Great listener Sincerely, Kenneth M Elliott

Never having set up an LLC along with not understanding the tax laws that go with a business was a…read moredaunting undertaking for us. We contacted David Tepper to walk us through the entire process. He not only patiently explained everything to us in laymen terms, he was also able to set up the LLC. Without David's assistance we never could have managed to accomplish this with such speed and accuracy.

They helped my elderly aunt with a simple will. It was done over Zoom, so no dragging her out,…read morewhich was perfect. Their contact with us has been good and we feel that she is satisfied.

From the owner: We are an independent, boutique firm, providing tailored insurance & financial solutions to our…read moreclients nationwide. Our philosophy is building a long-lasting, personal relationship and providing you with unparalleled customer experience. We provide a wide range of insurance products and financial services including home insurance, auto insurance, business insurance, Life insurance, as well as holistic financial planning, financial advice, wealth management, retirement planning, investments and business solutions like employee benefits and retirement plans. Whether you’re looking for insurance or financial services, our team is here to help you. Visit our website to learn how we can help you.