Asset Preservation Tax & Retirement Services

• Patricia Gittens
  
  
  (May 8, 2018, 3:48 pm)

  I would recommend this service to anyone who values personal, professional treatment as a client. Everyone from the receptionist to the Representatives have been very accommodating..

• Nancy Stover
  
  
  (June 25, 2017, 11:55 pm)

  In 2015 I attended a free social security/retirement seminar hosted by Asset Preservation and spent one hour obtaining great insight about information most pre-retirees do not have but should before they make one of the most important life decisions about retirement. I made an appointment afterward and met with Justin "Judd" Carlson. I can't express how impressed I was with his professionalism, knowledge and genuine care for my specific situation - he helped me make some extremely important decisions. At no point did I feel pressured into purchasing anything or investing; he worked out scenarios that would benefit me both short and long term. He was very knowledgeable about tax laws, retirement options, social security, pensions, investments, etc. and explained in simple terms I could understand.
  Since that 1st meeting, I have met with him two more times, he helped me understand the legalese when my dad passed away and helped me file papers...all at no charge. This last week, we met again and created a game plan for my employment retirement and advice on small business tax requirements;. It's critical to trust your financial adviser - Judd definitely has earned my business and I have referred him to some of my closest friends.

• Lynn and Ed Schneider
  
  
  (October 3, 2016, 1:27 pm)

  Very professional and friendly! I highly recommend this company!

• Stewart Willis
  
  
  (August 1, 2013, 4:54 pm)

  I have a great time working with the Staff and Clients of Asset Preservation Tax!

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