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Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors
Your trusted partner for comprehensive retirement planning and tax-smart wealth management.
4.6(5 reviews)
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accountant
accountant
financial-advising
Services Offered
Retirement Planning
Personalized strategies to build and manage retirement accounts for income and growth.
Investment Management
Expert oversight of portfolios to optimize returns and align with financial objectives.
Tax Preparation and Optimization
CPA-led services to prepare tax returns and minimize tax obligations effectively.
Wealth Management
Comprehensive financial planning to coordinate investments and long-term wealth goals.
Financial Advisory Consultations
Annual reviews and personalized recommendations for ongoing financial health.
Reviews
4.6(5 reviews)
Rating Distribution
5
4
4
0
3
1
2
0
1
0
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David Wicke
via Google
2 months ago
Gus has been my trusted advisor for over 10 years. His longevity attests to his commitment in helping his clients realize the best possible return on their investments. I always look forward to our annual reviews because he is so well prepared to discuss my situation and has recommendations for the coming year. In my opinion, his knowlege, professionalism and presentation make him the ideal financial advisor.
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Edith Wongvia Google
2 months ago
Gus Skinner has been our trusted investment and tax advisor for the past five years. He has helped us meet our financial objectives as well as preparing our yearly tax returns and minimizing our tax obligations. It is great to have one person coordinating investments and tax returns. I would definitely recommend at Gus at Alpha 1.
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Dave Zillowvia Google
3 months ago
I thoroughly enjoyed a presentation by Alpha1 at a local restaurant after RSVPing to a flyer I received in the mail. Great food, pertinent information, and some entertainment by 'Spike' as he educated all in the room. Imagine my delight when I received another flyer several months later for another presentation! I thought to myself that Alpha1 must have updated information for me based on changes in tax law, fresh outlooks on funding and managing a retirement account in light of the current administration's turbulent handling of the economy, and, of course, more entertainment by Spike. The RSVP/registration process was simple and stress-free , and for the last week or so I've been looking forward to the event. Imagine my disappointment today when a nice-sounding lady called and rescinded the invitation based on my having attended the previous event. I cannot imagine a more efficient strategy to drive away customers who may have been on the fence about forking over management of a retirement account to Alpha1. I truly hope that approach works out for you guys and gals. My 3 star review is the average of 5 and 1, based on my 2 interactions with Alpha1. Food for thought: If you can't get your act together enough to manage your marketing mailers, how can you possibly have your act together enough to manage complex retirement accounts?
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daniel b jensenvia Google
4 months ago
Our financial planner, Gus Skinner, has done a fantastic job with setting up our ( my wife and I) portfolios to provide retirement income while still growing our account balances. Being a CPA, he understands strategies to minimize tax obligations. We highly recommend Gus as a financial advisor/ CPA!
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Mary Durochervia Google
5 months ago
My financial advisor Gus Skinner is awesome. He's been over seeing my investments for 10 or more years now & I am in such good hands @ Alpha 1. If you are searching for someone to help get you to retirement with a sound plan call Alpha 1 and ask to speak with Gus, he really is exemplary.
