David is very knowledgeable and is able to explain your options. No matter how much or how little…read moreyou can invest he will treat you with kindness and respect. If you aren't ready to invest but have lots of questions, he takes his time and listens to your needs. David will also help to come up with a financial plan.

My wife and I have been doing business with Moderna/Parsec for seventeen years and could not be…read morehappier. Great people who sincerely care for their clients. Our earnings have been good too with reasonable fees. None better!!!

After YEARS of doing our taxes, they decided to drop us as a client because they only want to work…read morewith "wealth management clients". Unless you have them invest your money, they want nothing to do with you. Shame on you!

Sheila has been the best advisor I have met. She takes the time to find out what you need and helps…read moreyou to achieve it. She will always make the time to explain things to you. She took the time out of her busy day to accompany us with an appointment with an estate attorney. She is a great person and anyone would feel lucky to have her helping you achieve your goals.

By far the best! He…read moremakes taxes and the dreaded annual tax filing easy. No pain here. I used to go to HR Block & Liberty, but they're all about the wow factor (dancing Lady Liberty and Money Back Schemes) with no substance.

From the owner: Tax Preparation & Planning. Financial Advisor. Accounting…read more As an independent firm, we can help you with all of your tax concerns, tax debt, wage garnishments, levies, back tax filings, etc... On the financial advising and planning fronts, we represent many top insurance and investment companies. Our approach is simple, we implement a holistic approach to managing life.

Very knowledgeable, although I haven't been here long, so I cannot say for sure. However, based on…read moremy initial impressions and the information I've gathered so far, I believe this place has a lot to offer in terms of expertise and resources.

Great planning experience. The over 30 plus employee team at TruNorth helped my wife and I get…read moreclear on how and when we could retire. Down to how much I need to have saved and how much I could spend each year throughout retirement. They are very goals focused and plan driven. Wouldn't work with anyone else.