B & A Financial Services

Positive: Professionalism, Quality, Responsiveness, Value
B & A Financial Services, one word Outstanding. My wife and I have been with Richard and Mary for many years. They are very knowledgeable, and professional. If you are looking for a financial service, I recommend you contact B & A Financial Services.

B & A Financial Services takes the business of tax preparation and investments seriously. We have found them to be truthful and honest about finances and tax options. They are knowledgeable professionals with unwavering moral standards and ethical values. Their down-to-earth demeanor and personable approach with clients minimizes stress and anxiety that often accompanies tax preparation and investment initiatives. During consultation, they use a kind, pleasant, and patient intonation to explain options and how to best achieve them. Their quick response and quality of work are exceptional.
Henry

I have been getting my taxes done at this business for years! I tend to have complicated taxes due to international income, working as a contractor with tax deducations and also regular full-time. They are very thorough and targeted in their questions to help determine what tax rules can be applied to help me get a tax return. A number of my family members use them as well and we are all satisfied, loyal customers!

Deciding to use B & A Financial Services has been one of the best choices that I have made. They were able to inform me of errors that were made by my previous tax professional and give me the best way to go forward with refiling or not. I am so glad I was referred to them. If you are looking for an honest, thorough and professional financial service this is it.

Positive: Professionalism, Quality, Responsiveness, Value
I have been a satisfied customer for over 20 years. I can't imagine not seeking out their services. I trust them immensely and find comfort in knowing that they always have my best interests at heart.

Positive: Professionalism, Quality, Responsiveness, Value
Richard and Mary at B & A Financial Services are simply the best! They have served my financial needs for 20 years with great care and diligence. They have my sincere gratitude and highest recommendation!

Always my go-to!
B & A Financial Services is a team of amazing people who provide up-to-date, solid financial products and services. They understand my goals and provide a deep portfolio analysis which adds value to my decision-making process. Richard and Mary are meticulous professionals who take pride in being personable, responsive, and efficient in all aspects of their business. I trust them with my taxes and other financial needs.

The owners and staff attend to our financial and tax needs with the utmost professionalism. They respond to our concerns in a timely and proficient manner regardless of the time or busy tax season. They are so knowledgeable about the tax laws and offer unsolicited advice and information to facilitate year to year tax planning needs. I have and will continue to recommend them to anyone needing professional business and individual tax and financial services.

Positive: Professionalism, Quality, Responsiveness, Value
Richard and Mary are not only exceptional in their business practice, but they are incredible people! My parents trusted them for many years to do their financial business, and we have trusted them as well. There’s no one better than Richard and Mary for your financial needs!!