Barbara O

Karen Whitaker and Richard Feld have assisted my family with tax advice, assistance and estate planning with complete professionalism and a caring, warm spirit.  They are always accessible and ‘right on top’ of the various issues we have faced over the years, both mundane and complicated.

Professionals and Executives

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Professionals and Executives

Business Owners

2

Business Owners

Retired and High Net Worth Individuals

3

Retired and High Net Worth Individuals