I am truly impressed with the services provided by Rowling & Associates. The team is highly professional and knowledgeable. They have always addressed all my queries and concerns with great patience and utmost courtesy. I highly recommend their services for any accounting or business needs. Their expertise and attention to detail are unmatched.
I had a great experience with a financial consulting firm. The team was highly professional and provided me with expert financial advice. They helped me in streamlining my business finances and maximizing profitability. I am extremely satisfied with their services and would highly recommend them to others.
✨ Rowling & Associates has been my go-to company for all my financial needs. They have a highly knowledgeable and experienced team that goes above and beyond to provide exceptional service. Their attention to detail and commitment to customer satisfaction is remarkable. I highly recommend their services to anyone looking for reliable financial assistance.
👍 I had a wonderful experience working with Rowling & Associates. The team is highly professional and knowledgeable. They provided me with exceptional financial advice and helped me navigate through complex financial situations. I appreciate their expertise and personalized approach. Highly recommended!
👍 I have been a loyal customer of Rowling & Associates for several years now and I must say that their services have exceeded my expectations. The team is always available and responsive to my queries and concerns. They have helped me in managing my finances effectively and provided me with valuable advice. Highly recommended!
✨ I am extremely pleased with the services provided by Rowling & Associates. Their team is highly professional and always goes the extra mile to ensure customer satisfaction. They have helped me in managing my finances effectively and provided me with valuable insights. I highly recommend their services.
Rowling & Associates is a reliable and trustworthy company. I have been a customer for several years now and I am extremely satisfied with their services. Their team is always available to assist me with any financial queries or concerns. Their attention to detail and dedication to customer satisfaction is commendable. I highly recommend their services.
I recently availed the services of a financial consulting firm and I must say that I was thoroughly satisfied with the experience. The team was efficient and prompt in handling all my financial matters. They provided me with valuable insights and guidance, which greatly helped me in making informed decisions. I would definitely recommend their services to others.
我当时正在寻找一位财务顾问来帮助我计划退休，并在Cert Fin Planning组织的网站上找到了Rowling Associates的成员Steve Doster。我安排了与史蒂夫的约会。在开会之前，我开始对信托责任进行尽职调查。在如何选择财务顾问的几乎所有建议中，这都是最受关注的领域。
询问之后，史蒂夫发送了一封电子邮件，取消了我的约会。
是什么导致了这个？任命后，我通过电子邮件要求提供一份文件，以表明他是否负有信托责任。他的一名工作人员表示，可以在我已经寄出的文件中找到这些信息，并参阅了特定的文件和部分。不幸的是，该部分仅提及其行为准则文档以获取详细信息，该文档将“根据要求提供”。所以我提出了要求。我的约会随后被立即取消。以下是我收到的电子邮件。你是法官。
“您收到的披露文件讨论了我们对客户的信托责任以及我们对专业行为守则的遵守。作为注册会计师和CFP专业人士，我们必须遵守两种职业的道德守则和专业行为准则。我们的公司道德守则是我们更大的合规性政策和程序的一部分，该文件仅供内部使用。
在了解我们的通讯时，我们了解到您需要快速的财务建议。由于我们周密周到的流程，因此需要花费一些时间来完成我们的财务计划。根据客户的复杂程度，我们可能需要6-8周才能完成计划。看来我们公司不是最适合您满足时间要求的公司，因此我取消了介绍性会议。祝您在寻找财务规划公司时一切顺利。
问候，
史蒂夫”
linkedin.com
