This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Jared Daniel, CFP CRPC EA
- Financial Services
- Gilbert, AZ
About this business
Location details
1757 E Baseline Rd Building # Suite #118, Gilbert, AZ, 85233, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 1:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jared is so thorough and honest and is so pleasant to work with! I am confident that we are in good hands. He is careful and meticulous! If you need to get a trust set up or just manage your investments, he is absolutely the guy to see! We have had him managing our investments for over a decade and have been so happy with everything he has done to help our investments grow! I cannot recommend him highly enough!!
We tried this place for the first time is because our previous tax accountant whom we were with for more then 15+ years has retired. The very first meeting gave us an impression that he's in a hurry and we better be quick with our questions. Typically, a tax accountant's job should try to help their clients with maximum refund but he didn't seems to be knowledgeable about it. Charging Professional fees, but very disappointed with the service! It didn't work out for us, will NOT recommend this place.
We tried this place for the first time is because our previous tax accountant whom we were with for more then 15+ years has retired. The very first meeting gave us an impression that he's in a hurry and we better be quick with our questions. Typically, a tax accountant's job should try to help their clients with maximum refund but he didn't seems to be knowledgeable about it. Charging Professional fees, but very disappointed with the service! It didn't work out for us, will NOT recommend this place.
I have trusted Jared for 15+ years and he is honest, kind, trustworthy, very well spoken, and he is extremely good at what he does. I would recommend anyone to him. Highly recommend him and his company.
Go anywhere else! Will not stand behind what he does. Charges a lot then where there is an error will do nothing to help. We followed his advise and our refund was shorted 2000 by govt.! When we call him for help - no calls back then finally when he does- will do nothing to help. Find someone else who stands behind what they do! Stay far away- do not trust this place!!
Frequently asked questions about Jared Daniel, CFP CRPC EA
How is Jared Daniel, CFP CRPC EA rated?
Jared Daniel, CFP CRPC EA has a 3.3 star rating with 7 reviews.
When is Jared Daniel, CFP CRPC EA open?
Jared Daniel, CFP CRPC EA is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com