Avalon Advisory Group

Scot has always gone above and beyond for me!  I started working with him last year when he promptly returned my panicked voice message regarding confusion over my divorce settlement.  Scot not only helped me navigate the difficult financial nuances of my divorce and tax return, but he made himself available by phone after hours and even one Saturday morning for questions and concerns. I returned to Scot again this year for my return, and once again, his attention to detail, prompt follow-thru and client attentiveness is outstanding. I would highly recommend Scot Arthur and Avalon!
Feb 29th, 2020

Scot was very helpful at resolving a long standing tax issue that I had and was able to get me a refund. I highly recommend him!
Jan 24th, 2020

Scot Arthur lies to your face takes your money and doesnt finish the work he promises. Go somewhere else.
May 29th, 2019

Scot has always gone above and beyond for me! I started working with him last year when he promptly returned my panicked voice message regarding confusion over my divorce settlement. Scot not only helped me navigate the difficult financial nuances of my divorce and tax return, but he made himself available by phone after hours and even one Saturday morning for questions and concerns. I returned to Scot again this year for my return, and once again, his attention to detail, prompt follow-thru and client attentiveness is outstanding. I would highly recommend Scot Arthur and Avalon!
Apr 24th, 2019

I sought out Scots services when I was ready to make a decision around the timing of my retirement from the workforce. He completed an analysis of my income generating funds and compared it to my forecast of expenses. It was an excellent tool that allowed Scot and I to discuss my options. As a follow up, I took the analysis to my Fidelity Financial Planner with whom I combined Scots analysis and other Fidelity tools, each of which was critical in giving me the confidence to make this important life decision. I am now enjoying my retirement and I will forever be grateful to Scot for his expert counsel. I highly recommend Scot for any of your personal or business planning needs!
Apr 7th, 2019