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Sickle Hunter Financial Advisors
Ihr vertrauenswürdiger Partner für finanziellen Erfolg und innere Ruhe.
5(5 Bewertungen)
Insurance
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Ihr vertrauenswürdiger Partner für finanziellen Erfolg und innere Ruhe.
Sickle Hunter Financial Advisors bietet fachkundige Finanzberatung und personalisierte Anlagestrategien, die auf die individuellen Bedürfnisse zugeschnitten sind. Mit einer perfekten 5-Sterne-Bewertung loben die Kunden das Engagement des Teams für Bildung, Reaktionsfähigkeit und Unterstützung. Ganz gleich, ob Sie Steuerformulare ausfüllen, Investitionen verwalten oder eine ganzheitliche Finanzplanung anstreben – die erfahrenen Berater des Unternehmens setzen sich engagiert dafür ein, Ihnen zu helfen, Ihre finanziellen Ziele zu erreichen. Erleben Sie eine kooperative Zusammenarbeit mit vertrauenswürdigen Fachleuten, die Ihren Erfolg schätzen – unabhängig von Ihrer Anlagesumme.
Keine Fotos verfügbar
Personalisierte Beratung zum Portfoliomanagement, einschließlich Roth-IRAs und anderer Anlagen, angepasst an Ihre Risikotoleranz und Ziele.
Fachkundige Anleitung zu Steuerformularen wie dem W-4, Lohnsteuerabzügen, Abzügen und Steuergutschriften, um Ihre Steuersituation zu optimieren.
Umfassende Strategien für die Altersvorsorge, einschließlich Backdoor-Roth-IRAs und langfristiger Anlagestrategien.
Empfehlungen zu Versicherungsprodukten zum Schutz Ihres Vermögens und zur finanziellen Absicherung.
Preiswerte Einzelsitzungen zu konkreten Finanzfragen, ideal für Einsteiger beim Investieren.
HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!
James has been a fantastic advisor and someone who I trust immensely with my investments. He is detail-oriented, knowledgeable, and really listens to your goals and helps you accomplish them. I highly recommend this firm!
What began as a new investment strategy, gradually became a valued friendship and space to discuss just about anything with an intelligent and charismatic human being. It’s not so much the investment tool as it is the interactions and relationship you have with your advisor. I would choose Travis with Hunter Sickle every time, no other company has even come close.
Even as an older woman without a great deal to invest, I was treated with the same interest and respect as if I had hundreds of thousands to invest. As my life circumstances change, my advisor, James Baskey, directs me to investments that suit my investment risk comfort zone. And I am pleased with the results!
I reached out to Travis regarding my W4 tax forms and that I was having, what I thought were, issues concerning my withholdings. He was very responsive, helpful and extremely knowledgeable. I initially found him floating around on the internet and watched his YouTube videos. I figured this guy knew his stuff and decided to reach out. He emailed back within the hour and after a few exchanges of my situation, sent me a video of the correct way to fill out the form using the online tax calculator. It was so helpful to have that specific video evidence to my individual tax situation. In the end he and his team put together a complete W4 tax form for both me and my wife to submit to our employer. But maybe more importantly, he gave me the knowledge about the way taxes are broken down, liabilities, deductions, credits, etc, that I hadn’t had prior. He definitely gave me the peace of mind going forward for the remainder of the year and next. Thank you Travis Sickle and team for your efforts! I hope to work with you guys in the future.
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