Tradewell Tax & Financial

They treat their employees horribly!!!! They lie and are not trustworthy! Stay away!!!
Mar 15th, 2021

Oct 14th, 2019

Oct 3rd, 2019

Sep 14th, 2019

I came to Tradewell on the recommendation of a good friend of mine who sent me a couple of their articles on managing risk and planning for inflation in retirement. I'd always been more of a DIY guy when it came to managing my money and planning for retirement, but I figured that there were probably a number of things that I was overlooking so I came in and talked to the good people at Tradewell to make sure I was on track. Well as it turns out, there were a number of fees associated with some of my mutual funds that I hadn't taken into account, as well as some adjustments to my risk strategy that they recommended I take. I moved my accounts over for them to manage and now I'm confident that I'm in a much better position for retirement, not to mention that the back of my mind stress that was nagging at me is gone now too! I highly recommend the team at Tradewell for financial management, and I'll be going back soon to work with their in-house elder law attorney to get my estate planning taken care of as well.
Jun 17th, 2019