Schwarz Donald B

Wendy Lewison

Dec 31, 2023on

Donald has been a huge support for me since my husband became incapacitated several years ago, and I had to take over our tax filing. He stays knowledgeable and up to date. He efficiently handles my many complex issues, consulting with my financial advisor when necessary. He answers questions right away--and I always have many. He is a warm and caring person. And he is the fastest paper shuffler I have ever seen!

John Evensen

Mar 2, 2023on

I’ve been with Donald/‘s company for more than 20 years! They’re all very professional helpful and courteous at all times. They’ve helped my family through the decades and appreciate them very much!

Jim Hero

Oct 27, 2022on

Poor communication - unprofessional