This business sold itself well. They were to develop a tax plan and then help implement it. They promised to take care of any issues that happened down the road with the IRS. There follow...
Financial Gravity
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Financial Gravity, based in Austin, TX, is a pioneering provider of Turnkey Multi-Family Office services designed to democratize access to family office benefits for the mass affluent marketplace. By utilizing a multi-disciplinary approach, they offer coordinated, conflict-free advice on taxes, investments, and risk management, resulting in an unparalleled client experience that empowers families with personalized financial solutions.
The company emphasizes the importance of talent diversity in financial services and aims to elevate the careers of financial professionals by integrating their expertise into a cohesive team of fiduciaries. With a focus on maximizing productivity and enterprise value, Financial Gravity supports advisors and tax professionals in delivering exceptional service while navigating the complexities of wealth management.
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Would give zero stars if I could. The team at Financial Gravity are lazy and incompetent. Every communication, request for information, or request for action requires multiple follow-up requests...