Steve Jolly is a very knowledgeable financial manager. He placed my inheritance in a vehicle that is tied to the stock market but does not lose money if the market goes down. Very friendly and...
Coastal Financial Corporation
(4)
Specialties
Professional Tax and Financial Consulting Firm. Financial & Tax Strategies for both Individuals and Business Entities. Expertise in Retirement Plans, Estate Planning, Education Funding, IRS and State Tax Issues, Business Consulting and Accounting.
Also at this address
Reviews
Big Thank You to Steve. He promptly compleated our tax return for 2023, both Federal & State. Steve reviewed all options that were allowable. Returns electronically filed and both refunds...
You get what you pay for. Steve is not cheap however the knowledge that Steve possesses with regard to Tax Law and filing Tax's correctly is worth the the money.
Beware of STEVE JOLLY. He overcharges for his services. If you are not knowledgeable, you will pay more than you should. Again I say...BEWARE.


