Atkinson Wealth Strategies

I am not a proper client here (at least not yet), but I am leaving a review to celebrate how well Mr. Atkinson treated me in our initial conversation. He was insightful, kind, and transparent. I came away with the feeling that he genuinely wanted the best for me, whether that was through his services or otherwise. It may well be that Atkinson Wealth Strategies isn't quite the right fit for me, but I can see their appeal and wouldn't hesitate to refer people here to at least have a conversation.
Nov 28th, 2022

🅹🅸🆈🅱🅰🅽🅶🅻🅰
Dec 30th, 2020

Tyler was very helpful with my profit sharing, 401k, and retirement planning. He is extremely knowledge in tax efficient strategies. I highly recommend his services!
Jan 30th, 2020

Tyler was very helpful with my profit sharing, 401k, and retirement planning. He is extremely knowledge in tax efficient strategies. I highly recommend him!
Dec 25th, 2019

Top Notch! Will Recommend! Tyler started the process by listening to my goals and concerns. I am a self employed individual with a more complex situation than most. I needed an expert and found one. We started with a custom financial plan that addressed my goals and concerns. That lead the way for building out the custom fiduciary advisory accounts tailored specifically towards my goals. I have my business SEP accounts, IRAs, and individual investment accounts with them. Tyler even speaks with my accountant on a yearly basis to make sure tax efficiencies are being maximized in my plan and investments.
Jul 22nd, 2018