Cancel

    Open app

    Search

    LC Green & Associates

    4.2 (5 reviews)
    Closed 9:00 am - 6:00 pm

    Services - LC Green & Associates

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    LC Green & Associates Photos

    You might also consider

    Recommended Reviews - LC Green & Associates

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    14 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Melanie C.
    123
    17
    10

    12 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - LC Green & Associates

    You might also consider

    Karen Codman

    Karen Codman

    5.0
    (2 reviews)

    Karen Codman's as good as it gets. Since switching my portfolio to her, I have felt in control of…read moremy finances & that I know what's going on. She works with me on the little stuff, like my personal budget, but has the big picture as well. She explains my portfolio to me at our meetings & then I go home & don't have to think about it because she & her staff manage it. I feel they manage at least as well as anyone could & I know they pay very close attention to details. If I hear the market's down, I don't lose any sleep because I know they're on it. She focuses on her clients' goals & works with you to help you achieve them. She also has special events, which are always wonderful. I come away from our meetings feeling empowered with knowledge & more financially secure than I would if I were trying to do this myself.

    Yes, 5 *s. Karen Codman's as good as it gets. Since switching my portfolio to her, I have felt in…read morecontrol of my finances & that I know what's going on. She works with me on the little stuff, like my personal budget, but has the big picture as well. She explains my portfolio to me at our meetings & then I go home & don't have to think about it because she & her staff manage it. I feel they manage at least as well as anyone could & I know they pay very close attention to details. If I hear the market's down, I don't lose any sleep because I know they're on it. She focuses on her clients' goals & works with you to help you achieve them. She also has special events, which are always wonderful. I come away from our meetings feeling empowered with knowledge & more financially secure than I would if I were trying to do this myself.

    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    4.8
    (226 reviews)

    Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

    I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

    LC Green & Associates - taxservices - Updated August 2026

    Loading...
    Loading...
    Loading...