Adam Shay, CPA

Highly recommend Rob Cutting and his entire team. Outstanding service and very knowledgeable.

I had my health insurance plan changed by another previous agent/agency without my permission, and was in a battle between the marketplace and the insurance...

Brad did a great job in asking what would best meet my coverage needs. The questions he asked to make sure my coverage was best for my needs was very...

The team of financial advisors, including my husband Larry Keith have earned my trust and respect due to how many times I have witnessed them doing the...

I wanted to establish a relationship with a financial planning firm and met with Douglas Schaefer for a complimentary retirement planning consult. I was...

I recently had tax implications that could possibly span over multiple years, and may require numerous tax years to be amended. I decided to look for a...

Seaside mortgage has taken care of my loan and also several family and friend's loans. They were helpful, available, flexible, knowledgeable, and took...

I sought Marlies' assistance with a question about a W-8BEN form, and despite not being a client, Marlies' team got me the information and answer I needed...