Timothy Grant

Client

I recently had the pleasure of working with Advisor Financial Services, and I cannot recommend them highly enough. If you are in need of a top-notch CPA service, look no further. From the moment I engaged with them, it was evident that they are the kind of people you want to do business with.

One of the standout features of my experience was working with Dave Luck, a truly knowledgeable professional. Dave guided me through the process of setting up my business with QuickBooks, ensuring a smooth transition and effective financial management. His expertise extended beyond just bookkeeping, as he provided invaluable advice on various aspects of my business, such as payroll, online banking, and credit card management.

What impressed me the most about Dave was his genuine care for his customers. He took the time to understand my business needs, challenges, and goals. With this understanding, he tailored his recommendations to suit my specific situation. It was evident that he wanted to see my business succeed and was dedicated to helping me avoid costly pitfalls. Such personalized attention and commitment are truly commendable.

Advisor Financial Services offers their exceptional CPA service at a reasonable price. Their expertise, coupled with their affordability, makes them an ideal choice for businesses of all sizes. They deliver value that goes beyond the numbers, and their dedication to their clients sets them apart from other CPA firms.

In summary, if you are searching for a CPA service that provides outstanding knowledge, exceptional customer care, and reasonable pricing, look no further than Advisor Financial Services. With Dave Luck at the helm, they have proven themselves to be a trusted partner in navigating the complexities of financial management. I wholeheartedly recommend them to anyone seeking reliable and professional CPA services.

Faith Roberston

Client Testimonial

My husband and I have had the opportunity to rely on David Luck for all of our financial needs in his Chatham, New York, office, for a few years now. We always feel very comfortable working with him. He is very knowledgeable and always ready to assist us when we have a question. We are fortunate to have David Luck for our Financial Advisor and appreciate all that he has done for us!