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I had a preliminary phone conference with Tim Stolz regarding their services. While, ultimately, they were not able to accept me as a client at this time, Tim took all the time I needed to flush out my accounting situation and provide his insights and knowledge with no compensation or likelihood of recompense! I was astonished and pleasantly surprised at his good nature and willingness to help us understand our tax situation and various implications and scenarios. If Bestgate has services you need, I highly support them in terms of dedication to their current clients (I was a referral from a current client), as well as knowledge and willingness to to discuss your situation.
Tim Stolz has provided me with great financial planning advice as a newly self employed contractor. His knowledge of tax and retirement planning has been invaluable as I change careers, and has helped me start this new venture with a strong financial plan.
Greg Will at Bestgate Wealth has saved me $1,000’s of dollars in only a brief time working with him. He’s got me on path to an early retirement and I feel comfortable and at ease with him in my financial corner. Brilliant service with unbelievable expertise.
This firm provides high level of personalized service for a reasonable fee. Any questions or concerns I have are always addressed promptly. I highly recommend Greg and his team.
Greg was amazing! So friendly and helpful. I really felt like I was in good hands.