James Umelo Financial Services, LLC - Woodbridge, Connecticut

Overview of James Umelo Financial Services, LLC

James Umelo Financial Services, LLC, situated at 264 Amity Rd # 104, Woodbridge, CT 06525, United States, offers a range of financial services tailored to meet the diverse needs of its clientele. The company can be reached via phone at 203-204-9771. For those seeking more detailed information, their professional website umelocpa.com provides valuable insights into their services and expertise.

Key Services

The company boasts a robust range of services including: Chartered Accountant, Financial Audit, and Tax Preparation. These specialties ensure that their clients receive comprehensive financial advice and meticulous accounting services.

Facilities and Accessibility

Customers can enjoy convenient accessibility at James Umelo Financial Services, LLC. The office is equipped with a wheelchair-accessible car park and a wheelchair-accessible toilet, making it easy for everyone to visit, including those with mobility issues. However, it's noteworthy that appointments are required, and it's recommended to schedule one in advance to ensure personalized attention.

Customer Reviews and Opinions

The company has garnered a commendable reputation, evidenced by 5 reviews on Google My Business, all with an average opinion of 5/5. These glowing reviews underscore the high level of service and expertise provided by James Umelo, the owner. Clients praise his thoroughness, patience, and direct approach to financial advising, which extends beyond taxes to include business management, such as QuickBooks handling.

Why Choose James Umelo Financial Services, LLC

For individuals or businesses seeking reliable financial guidance, James Umelo Financial Services, LLC stands out as an exceptional choice. The owner's deep knowledge, coupled with his ability to communicate complex financial matters clearly, ensures clients are well-informed and confident in their financial decisions. The emphasis on customer service, as highlighted by numerous positive reviews, further reinforces the company's commitment to client satisfaction.

Recommendation

If you're in the vicinity or looking to extend your financial services beyond local boundaries, visiting umelocpa.com is highly advisable. Here, you can find more detailed information about their services, book an appointment, or simply get in touch to discuss your financial needs. Don't miss the opportunity to experience the exceptional service offered by James Umelo and his team. Your financial peace of mind is just a phone call or visit away.

Remember, taking proactive steps in managing your finances can lead to significant savings and greater security. James Umelo Financial Services, LLC, with its impressive track record and customer testimonials, is well-positioned to assist you in this journey. Contact them today to schedule an appointment and take the first step towards financial clarity and stability.

👍 Reviews of James Umelo Financial Services, LLC

Dayo O.

5/5

I was in James Umelo Financial Services office to take care of some financial issues. I received an excellent service from the owner. He was very thorough and patient to advise me with my situation. He's also taking care of my business Quick Books. I highly recommend James Umelo Financial Services to anyone who needs financial advise including tax planning.

Suselle G.

5/5

Excellent! Mr. Umelo is knowledgeable, careful and right to the point.

Germain W.

5/5

First class in customer service!!!

Chukwuemeka O.

5/5

Alex U.

5/5