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Sickle Hunter Financial Advisors
Su socio de confianza para el éxito financiero y la tranquilidad.
5(5 reseñas)
Insurance
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Su socio de confianza para el éxito financiero y la tranquilidad.
Proporciona orientación financiera experta y estrategias de inversión personalizadas adaptadas a las necesidades individuales. Con una calificación perfecta de 5 estrellas, los clientes elogian el compromiso del equipo con la educación, la capacidad de respuesta y el apoyo. Ya sea que estés lidiando con formularios fiscales, gestionando inversiones o buscando una planificación financiera integral, los asesores expertos de la firma están dedicados a ayudarte a lograr tus metas financieras. Experimenta una relación de colaboración con profesionales de confianza que valoran tu éxito, sin importar tu nivel de inversión.
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Asesoramiento personalizado sobre la gestión de carteras, incluidas las Roth IRAs y otras inversiones adaptadas a su tolerancia al riesgo y a sus metas.
Guía experta sobre formularios de impuestos como el formulario W-4, retenciones, deducciones y créditos para optimizar su situación fiscal.
Estrategias integrales para el ahorro para la jubilación, incluidas las Roth IRAs de puerta trasera y la planificación de inversiones a largo plazo.
Recomendaciones sobre productos de seguros para proteger sus activos y brindar seguridad financiera.
Consultas asequibles de una sola sesión para preguntas financieras específicas, ideales para quienes son nuevos en la inversión.
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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