Can anyone recommend a good tax accountant or financial planner? I'm looking for somebody knowledgable and creative yet reputable and honest.
I have the BEST financila planner in the world! No kidding... she won't try to sell you ANYTHING, there are no fees to work with her and all she asks for are recommendations once you find out how awesome she is (like I did!). When you call or e-mail her, please tell her Kimberly Lewis referred you... I don't get anything to do that, just want her to know that I think so highly of her. She's incredibly smart, will take you through EVERY single thing you need, from taxes, to wills, to cash flow, to retirement, assets, debts, etc. and her advice is always right on the money!
Here's her info:
Michelle R. Rossman
North Florida Financial Corporation
8649 Baypine Road, Suite 100
Jacksonville, FL 32256
Tel: (904) 296-1944
Fax: (904) 296-4243
[email protected]
Please write after you talk to her or meet with her and let me know what you think... she's smart, she's nice, she's incredible and she never makes you feel like you are asking a dumb question!
Good luck!
Kimberly