Plan With Confidence.
Live With Clarity.

[My advisor] and his team have been very responsive to promptly answering questions, explaining things clearly, and assisting in a variety of matters (especially helping me to detangle from K-1 investments), giving me great peace of mind and the confidence that led me to transfer more of my assets to the firm earlier in the year. I feel I am more than just a number and that it is not a bother when I ask questions or seek assistance outside of regular quarterly/semi-annual check-ins. I am looking forward to working with the tax department in handling my returns and working with [my advisor] to plan investments and strategies that will make sense for me (and eventually the portfolio my heirs will inherit).

...[The Investment] team has depth on the bench for investment knowledge & strategies. The crazy markets do not keep us awake at night. We know our investments are safe with you.

...a conversation took place with [the Tax Team] and our wonderful [Advisor], in which [my partner/spouse] and I learned a great deal about how to organize our record-keeping for the new adventures we have undertaken which became, from a tax perspective, businesses. And we did so, with the additional help of our accountant. And in the end, the financial savings generated by your Tax Team have been huge, which we greatly appreciate! Plus, we are ever so much more organized for [the upcoming tax year] as well.

Availability. Responsiveness. Patience. Care. Knowledge. I am very pleased with the service I receive from BakerAvenue. [Our advisor and tax partner] are great at responding to my questions and have really shared valuable information with me to educate me on finances and the best strategy for my retirement.

[The tax manager and partner] were very prompt in setting up a pre-filing review that I requested and did a great job highlighting and explaining the (significant) differences from last year's taxes.

Your staff are all responsive and highly responsible. To a person, they are available, give clear feedback and attend to any issue that needs to be addressed. We are most happy with the performance of the portfolios as well as the ancillary services including tax assistance/advice and estate planning. Your staff is top notch.

Working with [my advisor] has helped me visualize and understand the financial portion of my life for the next few decades. [BakerAvenue’s tax team] has been a great aid in helping me understand how to optimize my selling of securities and retirement drawdown to optimize for my desired outcome. In all, I am very happy with the team delivering value individualized to my needs.

[Our advisor] is an exceptional wealth coach who takes the time to listen to our needs and risk tolerance levels. In addition to [our advisor], the extended team has provided value from tax planning to wills and trusts creation, as well as support with our daughters' inheritance trusts from their grandfather. It's been an amazing year working with [our advisor] and his team.

...we were a late addition to the BakerAvenue family, and [the tax manager] inherited our return at the last minute. She quickly dispelled any concerns I had and quickly dealt with our return. We are fans... [she] was fantastic, she was professional, thorough, responsive and a pleasure to work with. She is by far the best tax professional we have worked with.