My husband and I had been getting financial advice from a big firm in the greater DC area. I met…read moreAlan Druckenmiller from LifePath Financial Services through a mutual friend and was immediately impressed with his approach to financial advising. He asked questions that really helped us focus on our financial goals, and really listened to our "greater story" so we could personalize our financial plan in ways that the big firm never did. My best analogy is that Alan is like the doctor who treats the whole patient, rather than the one who treats you like you're just another body part that needs to be fixed.

Great service, great advisors if you want to invest, want to have an insurance for yourself or a…read morelove one and tax services.

4/17/23 UPDATE: Robb…read morehas moved to the East Coast and still takes care of his West Coast people too.. I actually do pretty well on my own with taxes but always something odd comes up just when it goes well for a year or two.. For me, this year I realized I've been handling my federal disability annuity retirement wrong as I could have retired 5 years ago and just realized it as it's the year I actually planned to retire. It affects paying taxes or none, complicated with SSDI and possibly amending previous years... is it worth the hassle? Robb was awesome as always to spend time in a 30 min Zoom call to help me sort through things. It may not have seemed like a lot to him, but it definitely helped and reassured me in the direction I need to take and what is best for me and did it all as a consult without a fee.. He still takes time to truly care to help others. The East coast is lucky to have him and still happy on the west coast to be able to reach out! ____________________________________________________________________________

Robb is, hands down, the most competent, caring, responsive and honest CPA I have ever worked with…read more I spent months trying to find a good CPA for my small business after some negative experiences with previous accountants and tax firms. Robb has risen to the occasion. He is very responsive and timely, clear about what he offers and thorough with his responses. He is very knowledgeable and is now doing not only my personal and company taxes but our bookkeeping. He has made excellent recommendations for other financial professionals when I have asked and has even sat in on a few long conference calls with me when I've consulted with financial professionals he recommended. I am incredibly impressed. If you're looking for a competent, timely and responsive CPA, bookkeeper and/or financial planner, look no further. Robb is fantastic.

We've been with Springboard for over 12 years now and are very pleased with our outcomes and…read morerelationship with Charles and Rebecca. When we first started with Springboard I remember Charles words so well in that they would certainly be helpful initially as we continued to save for retirement, but the true benefit would be once we did retire, how best to manage our funds and income during our retirement years. Now finding better words could not have been spoken.

Charles was very nice and eager to help me answer questions over the phone regarding financial…read moredistributions of a retirement fund. I will definitely be reaching out to them again once things settle and I'm ready to invest.

This review is specifically for our portfolio manager, Patrick Gingras. He is fantastic- very…read moresmart and does an excellent job patiently outlining investments in layman's terms. When our father passed away he was instrumental in helping us navigate that challenging and confusing time with sincere kindness. I've worked with a few financial advisers who have only been out to upsell me to things I don't need to earn high fees- Essex is not like that and it's a breath of fresh air! Very high recommend- thank you Patrick!!

From the owner: At Essex Financial, we specialize in taking a client-centric approach to finance. Whether planning…read morefor retirement, managing a business, or maximizing financial plans, we uphold the fiduciary standard and aspire to provide the best service and financial guidance to our clients. Our advisors at Essex Financial value our clients and embrace their successes as our own; if we believe that your current plans are working and your existing advisors have done well, we will not hesitate to let you know! Beyond the business side of things, Essex Financial prides itself on community involvement as we strive to make our community stronger and more united through individual and business-wide efforts.

Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.