I'm looking for a financial advisor that can assist us in managing our meager earnings and strategizing for the future. No highfalutin wealth advisor for us; we need someone with a lot of compassion for our circumstances, and a kind approach. Local preferred. Thanks!
Jill L. replied:
That's one of the services offered by the wise (and local) Sheila Lozan; not highfalutin and a true pleasure to work with. http://www.sheilalozancpa.com/
Hi neighbor friends, I'm wondering if anyone could recommend an good neighborhood accountant. We've always used random H&R Block folks, but we'd love to find someone local to help us with taxes going forward.
Tom M. replied:
We've used Sheila for a few years. She's great! http://www.sheilalozancpa.com