4wealth Financial Group

Shari Stone-Mediatore 

on Google

3 weeks ago

Danielle Shaw at 4Wealth has been particularly helpful. She is extremely knowledgable and dedicated to doing a good job for her clients. We have a small nonprofit and we would be lost without Daniel's expert assistance. 

Jason Scharrer 

on Google

3 months ago

I've had an excellent experience working with 4Wealth. I use them for my business and personal tax return prep and planning as well as my business payroll. They are knowledgeable, responsive, and always take the time to explain things clearly. Their attention to detail and proactive advice have given me confidence that my finances and tax planning are in good hands. What I appreciate most is their professionalism and reliability. They consistently provide timely service, answer my questions in a reasonable amount of time, an... read more

Peter Burgi 

on Google

3 months ago

My wife and I have been clients of 4Wealth for more than a decade. They are a 5-star operation. I believe deeply that the surest indicator of the quality of a business is how it reacts to a potential problem or error. In these many years, there have been 2 occasions where I had to reach out to 4Wealth to get some issue fixed. On both occasions the fix was always done quickly and without any questions - no discussion of "who was responsible," no question of "additional fees," no delay in setting things right. 4Wealth has cons... read more

Kathy Hamburger 

on Google

3 months ago

I have used 4Wealth financial group for over 7 years and they are professional, organized and very knowledgeable. Part of the process of managing taxes and finance can be overwhelming, their expertise and experience has given me the utmost trust in them and their firm, especially Rana and Peter, outstanding, 

Anthony Foster 

on Google

3 months ago

Extremely thorough and informative. Quarterly reviews ahead of annual filings have been vital in our business.