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Sickle Hunter Financial Advisors
Votre partenaire de confiance pour le succès financier et la tranquillité d'esprit.
5(5 avis)
Insurance
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Votre partenaire de confiance pour le succès financier et la tranquillité d'esprit.
Sickle Hunter Financial Advisors fournit des conseils financiers d'experts et des stratégies d'investissement personnalisées, adaptées aux besoins de chacun. Forte d'une note parfaite de cinq étoiles, l'équipe est saluée par les clients pour son engagement envers l'éducation, la réactivité et le soutien. Que vous remplissiez des formulaires fiscaux, que vous gériez vos investissements ou que vous cherchiez une planification financière holistique, les conseillers compétents du cabinet se consacrent à vous aider à atteindre vos objectifs financiers. Vivez une relation collaborative avec des professionnels de confiance qui valorisent votre réussite, quel que soit votre niveau d'investissement.
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Conseils personnalisés sur la gestion de portefeuille, y compris les Roth IRAs et autres placements adaptés à votre tolérance au risque et à vos objectifs.
Orientation experte sur les formulaires fiscaux tels que le W-4, les retenues, les déductions et les crédits pour optimiser votre situation fiscale.
Stratégies complètes pour l'épargne-retraite, y compris les Roth IRAs en backdoor et la planification d'investissement à long terme.
Recommandations sur les produits d'assurance pour protéger vos actifs et assurer votre sécurité financière.
Consultations abordables en une seule séance pour des questions financières spécifiques, idéales pour ceux qui débutent dans l'investissement.
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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