Relax and take care of your business, and leave the cleaning to us!
At Tidwell Wealth Management, we are dedicated to providing our clients with expert financial guidance and personalized service. Our team of experienced professionals takes the time to understand your unique financial situation and goals, and works closely with you to develop a customized plan tailored to your needs.
Our Mission
Our mission is to provide our clients with comprehensive financial planning, wealth management, and tax preparation services that help them achieve their long-term goals and financial freedom. We take pride in our commitment to delivering exceptional service, building long-lasting relationships, and providing unbiased and objective advice.
Our Services
We offer a wide range of services designed to help our clients achieve their financial goals, including:
- Wealth Management: Our comprehensive wealth management services are designed to help our clients achieve their long-term financial goals. Our team of experienced professionals works closely with you to develop a customized investment plan tailored to your needs and goals.
- Tax Preparation and Planning: Our tax preparation and planning services are designed to help our clients minimize their tax liability, maximize their after-tax returns, and achieve their financial goals.
- Personal Financial Planning: Our personal financial planning services are designed to help our clients achieve their personal financial goals, including retirement planning, estate planning, and more.
- Estate and Tax Planning: Our estate and tax planning services are designed to help our clients protect their assets, minimize their tax liability, and ensure a smooth transition of wealth to future generations.
- Corporate Retirement Solutions: Our corporate retirement solutions are designed to help businesses provide comprehensive retirement plans for their employees, while minimizing costs and maximizing returns.
Our Team
Our team of experienced professionals is dedicated to delivering exceptional service and personalized guidance to our clients. With years of experience in the financial industry, our team is committed to helping our clients achieve their financial goals and financial freedom.
Why Choose Us
At Tidwell Wealth Management, we believe that our clients deserve the highest level of service and expertise. We take pride in our commitment to delivering exceptional service, building long-lasting relationships, and providing unbiased and objective advice. Our comprehensive approach to financial planning and wealth management sets us apart from other financial services firms.
Overview of Reviews
The reviews of Tidwell & Associates are overwhelmingly positive, with most reviewers rating the company 5 stars. The reviewers praised the company's professionalism, expertise, and friendly staff.
Professionalism and Expertise
Many reviewers mentioned the expertise and professionalism of the staff, particularly Mike Wells and Ivan Tidwell. They praised the staff's ability to explain complex tax issues in simple terms, making it easy for clients to understand. The reviewers also appreciated the staff's willingness to take the time to answer questions and provide guidance.
Friendly and Welcoming Staff
Reviewers praised the friendly and welcoming staff, mentioning that they felt comfortable and at ease during their interactions. The staff's attention to detail and ability to make clients feel valued were highlighted.
Tax Planning and Preparation
Several reviewers mentioned the company's expertise in tax planning and preparation. They praised the company's ability to help with tax deductions, navigate IRS audits, and provide guidance on tax implications.
Negative Review
One reviewer gave a 1-star rating, citing unprofessionalism and untrustworthiness. However, this review is an outlier among the largely positive reviews.
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