Asset Preservation Tax & Retirement Services

Karen W 

on BBB

9 months ago

I saw them a few times on my local news channel and I reached out to them. Nobody ever contacted me back. So I reached out again and again nobody ever contacted me back I tried a third time and guess what I will never try again. Every time I see him on television I want to vomit. Hopefully he actually helps some people 

K W. 

on BBB

3 years ago

My wife and I saw an add for this company's services and decided to give them a shot and went in for a tax and retirement evaluation. Long story short, **** and his staff are amazing!! Incredible old school customer ********************** that I have not seen for many years. (remember back in the day when people cared about the clients) They took their time and analyzed our financial info and gave us a clear cut and to the point evaluation of where we were and where we want to be. **** was very detailed in his assessment of ... read more

K W. 

on BBB

3 years ago

My wife and I saw an add for this company's services and decided to give them a shot and went in for a tax and retirement evaluation. Long story short, **** and his staff are amazing!! Incredible old school customer ********************** that I have not seen for many years. (remember back in the day when people cared about the clients) They took their time and analyzed our financial info and gave us a clear cut and to the point evaluation of where we were and where we want to be. **** was very detailed in his assessment of ... read more

Sandra G. 

on BBB

4 years ago

If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients' interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retire... read more

Brie T 

on BBB

4 years ago

My parents recommended that my husband and I meet with Justin C****** to get to know him before changing financial advisors. Following the meeting, we agreed to change our entire investment portfolio based on his advice, which has proven to be profitable. Since that initial consultation, Mr. C****** has advised us on a myriad of issues including, but not limited to, future investments and tax planning. Although we live in the D.C. area, Mr. C****** makes himself available by phone and conference calls when needs arise. I hav... read more

Walter M 

on BBB

4 years ago

I have been dealing with Asset Preservation for many years and I always feel welcome when we come to their office. Staff has always treated us like we are the only clients they have and I do believe they are sincere. I think the people we deal with are honest and have our best interest at heart. I would strongly recommend them to anyone looking for this type of service 

Walter M. 

on BBB

4 years ago

I have been dealing with Asset Preservation for many years and I always feel welcome when we come to their office. Staff has always treated us like we are the only clients they have and I do believe they are sincere. I think the people we deal with are honest and have our best interest at heart. I would strongly recommend them to anyone looking for this type of service 

DANIEL E 

on BBB

4 years ago

Very responsive, professional and I recommend my friends to give them a try. 

Chief Deegan 

on BBB

7 years ago

I've been a customer with Asset Preservation for over 15 years and have had a wonderful relationship with them. I've put my trust in them managing my finances and have had nothing but successful results. My portfolio has grown quite a bit over these years and that's due to them going over my accounts periodically and advising me to invest with other financial institutions to receive better returns on my portfolio. My taxes are done every year, very successfully I might add. There accurate and are very professionally gone ove... read more