Empower Wealth and Tax, LLC

james adams

Nov 7, 2022on

Thanks to Phil and Team for retirement and investment advice.

Glynn/Dave Tanner

Nov 25, 2021on

Sr Tax took over our underperforming retirement account and with the better advice has turned the account into a money maker. They do everything, taxes, investments, insurance, wills, etc. It all started with a free consultation. We are pleased with all of the office staff. Sr., Jr. Christy and the rest of the staff.

John Valkenaar

Nov 7, 2021on

They are doing a great job and everyone in the organization is a real joy to deal with.

Paul Chen

Nov 7, 2021on

They have done wonderful jobs for us and enjoy their service.

Burl Crawford

Nov 1, 2021on

Have been with Senior Tax for approximately 3 years. Was impressed with Phil’s in office presentation on his recommendations for my portfolio. Was easy to understand and why he made his recommendations. I liked the Cabana ETF’s, which gave me some control on my risk level. Also have ask his opinion on how best to invest my other cash flow funds. Would recommend at least visiting with him to see how he can help you with your investments.

Alex Baran

Oct 21, 2021on

Senior Tax Advisors (STA) has our highest recommendation. We believed in the principals and retirement insights of Ed Slott, watching him on the local PBS station. STA became a critical resource and good friend, to help us tailor these principals to our specific needs. So, appreciate the hard work of both Jarrod and Philip Jr, who started us on our path to a worry-free retirement. That day is almost here, and we look forward to continued guidance from STA to stay financially healthy for many years to come. Please take a moment and give them a call, it will be time well spent. Thanks, with smiles and no stress, A&P

darren pellecchia

Oct 20, 2021on

They have been very friendly, informative, and they listen. Besides being a group of highly skilled, educated, and talented individuals, they made us feel comfortable and explained their retirement process to us. Thanks.

Pamela Hunkler

Oct 19, 2021on

We were so blessed to have found Phil’s workshop almost 10 years ago. He and his group truly care for all seniors, not just for those with million dollar portfolios. We immediately felt like family when we first entered their office. Other financial planners lured us with dinner and a sales pitch, then told us that we didn’t have enough money saved, so they couldn’t help us, then promptly ushered us out the door. Phil never put us down. Instead, he gave us a strategy to transform our meager savings to actually supplement our social security in the future. We will be able maintain our modest style of living in comfort. Thank you Senior Tax & Insurance Advisors for our hopeful future!

Wayne Wallace

Oct 13, 2021on

I like that I can get my retirement finances, financial advise, and income tax preparation done in one place. Only wished I lived closer.

Barbara Dossey

Oct 6, 2021on

We’ve been using their services for several years now. They have always been very informative in advising us on the best options for our investments. Everyone in the office is extremely friendly and easy to work with. We highly recommend them.