Alexander Wealth Advisors, LLC
284 Ayer Road, Harvard, MA 01451
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
284 Ayer Rd, Harvard, MA 01451, United States
About the Business
Alexander Wealth Advisors, LLC is a financial institution located at 284 Ayer Road in Harvard, Massachusetts, United States. Specializing in accounting and finance, our team of professionals with diverse credentials and industry experience can assist you with tax documentation, interpretation, and representation. We offer a range of tax preparation services, from individual tax planning to estate and trust tax preparation, ensuring that your financial situation is tax-optimized to help you keep more of what you earn. In addition to tax services, we also provide accounting, business advisory, financial statement, tax preparation, and retirement planning services for businesses. With our expertise, we can oversee all of your financial needs and help you achieve your financial goals. Securities are offered through Avantax Investment Services and investment advisory services through Avantax Advisory Services. Insurance services are offered through 1st Global Insurance Services. Our licensed professionals can offer securities in multiple states across the country. Contact us today to schedule an appointment and learn more about how we can help you with your financial needs.
Reviews
"I have been with this Company for at least 10 years. They are thorough, pleasant and extremely attentive. They have given me great advice and I have never had a problem in all these years. I have had nothing but a great experience."
"Wouldn't rely on any others person to manage our LLC's and Trusts. Always a personalized service and available when ever we need to meet and discuss business."
"I have worked with Dave and his staff on many occasions, they are professional, prompt and knowledgeable."
"I have been able to ask, and receive great information on taxes and retirement. The team there look out for items I might have missed on my taxes. They have helped me understand my options while caring for family and not bringing in any income. Glad I found them!"
"Absolutely terrible experience with this firm. Have requested 5 times for a breakdown in a 25k + bill and they will not provide. They have charged for amended taxes and did not provide. They violated client confidentiality by giving information to others and billed for time in speaking to unauthorized persons. If you have any wealth, stay away from this place as they will try and take it away from you!!"
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