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    Kalter Financial Group

    4.8 (18 reviews)
    Closed 7:00 am - 3:30 pm

    Services - Kalter Financial Group

    Current year tax preparation and filing

    Estate planning

    Inheritance planning

    7 More Services

    Insurance planning

    Investment management

    Past year(s) tax preparation and filing

    Payroll services

    Retirement planning

    Audit and conflict resolution support

    Tax planning

    Kalter Financial Group Photos

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    Recommended Reviews - Kalter Financial Group

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    6 years ago

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    7 years ago

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    6 years ago

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    6 years ago

    Great service. Knowledgeable. Eric is our guy and saves us a lot of money. $$ he does our personal taxes and business taxes.

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    6 years ago

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    6 years ago

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    7 years ago

    John has been doing my taxes for years, couldn't imagine goign anywhere else. Top to bottom fantastic

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    7 years ago

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    6 years ago

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    6 years ago

    John McAlese has been doing my tax's for years and always provides excellent service. Service staff are always polite and professional.

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    7 years ago

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    Ask the Community - Kalter Financial Group

    Review Highlights - Kalter Financial Group

    We have been clients of Eric for over 30 years and have been extremely happy with the service his firm provides.

    Mentioned in 7 reviews

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    Elvida Santos-WFG - CEO of Empire Financial Group

    Elvida Santos-WFG

    (2 reviews)

    After searching for so long, I finally found something that really suites my needs…read more Couldn't be happier, if your unsure about your future, and your kids future, then you need to talk to Elvida, I assure you, you won't be disappointed, in fact you'll be at ease.

    Vida came to my place of residence with her partner Thaddeus for our meeting which was nice because…read moreI have Two kids of my own and my fiancé has two. So it's kind of hard to get some free time with life, work and 4 kids! They went over some of the basics of financial success and went over some pillars of success. Most of the information I knew from previous work and life experiences which was great because we got to the meat on the bones. We went over the pillars of success which entailed how/ where/ what to invest and store my finances. They pointed out some flaws on where or what I could be doing not only to better my life and future financially, but to put my mind at ease and ensure my kids are set for a successful future. I'm an average guy pulling 6+ figures a year and the tax man takes a majority of it. Vida showed me how to use the resources around me to invest my money gaining max return with no risk. Definitely worth a sit down. Also did you know in a divorce, if your money is invested in a life insurance policy, the other party is NOT entitled to half of it? Good for thought one of many things they cover in their meeting. Give her a ring if you're in the market to make your finances grow and last.

    Second Chance Financial

    Second Chance Financial

    (195 reviews)

    would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

    Credit can be intimidating, and I often neglected it for that very reason. However, when I…read moreconnected with Karen, she was incredibly patient and informative. What stood out the most was that they were not pushy at all. I've noticed significant improvements since I started working with them, and they genuinely care about your well-being. I've recommended Second Chance to friends and family who also felt uneasy or stuck. If you're in a similar situation, take a moment to call them. It's worth it! Thank you, Karen, Wayne, and the entire Second Chance team. You're making a positive impact in more ways than you can imagine.

    Kalter Financial Group - taxservices - Updated June 2026

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