Vivid Tax & Wealth Advisors

"We highly recommend Vivid Tax &Wealth Advisors! Our first couple of months with them they found a couple thousand dollars that our previous tax people missed! They have done wonderfully with our retirement and they are all just a great group of people that are there for us!"

"I first met Cameron and his team at a presentation he was giving in Indianola nearly 5 years ago. Being newly retired I was looking for advice on many subjects including investment strategies, social security, annuities, tax preparation and strategies, IRA rollovers, and setting up a trust for my estate to name a few. Cam and his team have done a great job with all of these important decisions and many more with regular and timely meetings. My wife and I are very happy with Vivid Tax and Wealth Advisors and highly recommend them!"

"We met Cameron and his staff in the fall of 2021 when we were interviewing financial planners and a friend suggested Vivid. We met with Cameron and immediately knew it would be a good fit for us. We have been working with Cameron and his staff since the then and highly recommend them."

"My wife and I first met Cameron at a veteran's conference in Altoona. He has since reviewed our finances and has become our go to tax and wealth expert. Cameron and his team are second to none. They have helped us navigate retirement planning, medicare, social security and investment strategies. I trust no one more than Cameron and his team. They are literally the best!"

"Cam and his team are absolutely phenomenal! I was a 23 year old wanting to learn more about investing and increasing my wealth at the time, and Cam has made this journey incredible. He is extremely knowledgable, helpful, and knows exactly what he's doing. If you want to increase your wealth with a trustworthy person, I couldn't recommend Vivid Tax & Wealth Advisors more!!!"