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LTR Financial Services
22 Elm Street, Waltham, Massachusetts, United States
About the LTR Financial Services
LTR Financial Services is a renowned finance and insurance agency located at 22 Elm Street in Waltham, Massachusetts. With a team of experienced professionals, we provide a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Our goal is to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you in managing your finances effectively.
Photos of LTR Financial Services
22 Elm St, Waltham, MA 02453, United States
Opening hours of LTR Financial Services
Monday:
10:00 - 19:00
Tuesday:
10:00 - 19:00
Wednesday:
10:00 - 19:00
Thursday:
10:00 - 19:00
Friday:
10:00 - 19:00
Saturday:
10:00 - 19:00
Sunday:
10:00 - 19:00
Reviews of LTR Financial Services
"I have been working with Steve for over 3 years now, every year my taxes are filed perfectly without fail. He is very on top of any issues that may arise and handles them promptly. I recommend to all friends and family for any tax or financial needs."
"Working with LTR has been a fantastic. He has been doing my personal return my wife’s return and my businesses return along with additional financial advice for a few years now. Very easy to work with and extremely knowledgeable on a wide verity of topics"
"Steven Hoffman helped file our taxes very effectively , we liked that he was available on the phone pre-visit to help us prepare required documents in advance, he was knowledgeable and educative on tax implication for new financial decisions we made. In couple of hours we completed the process seamlessly."
"Steven Hoffman is seriously gifted. He is knowledgeable, the biggest tax nerd (this I mean in the best way possible), and has the spirit of a teacher. I decided to make the long drive to Waltham because he is an endorsed local provider by Dave Ramsey and boy did I walk out of there happy! His skills are worth EVERY penny. If you are reading this post and not sure if you should pay the cost let me tell you --- it's worth it. I am single, no kids, no house, but a complicated income situation so I could not afford to cheapen out. It feels great to walk out knowing the fee I paid saved me THOUSANDS of dollars, legally. The man knows his trade! He is a wise CFP! Ladies, just like you wouldn't cheapen out on your hair.... I'd say do the same for your taxes. Sure a couple bucks more but you will have a trustworthy advisor who cares about your situation, helps you understand tax changes, and will make sure you walk out victorious!"
"Terrible experience working with Steven. I understand mistakes happen, and provide opportunities to correct. When they follow up mistakes with more obvious mistakes, it becomes clear that this is not a place to trust with your taxes. First they filed my taxes without my review or electronic signature (4 days after we first met). I reviewed a few days later and I let them know they misreported my state income (they handled a transaction correctly for federal but did not put in state as well). They agreed and provided an amended return that I then needed to file myself. It was obviously wrong as it did not list a refund or an amount owed. I followed up and they corrected again. I have since received a third iteration of the amended return electronically. I figured I would ask him to send me a hard copy, since I need to print and file myself. After all of this, Steven still tried to charge me an additional $8 to print and mail me a copy of the amended return. Seemed pretty petty after all of the mistakes made."
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