Your Money. Our Know-How.
Who We Are
At Wolfe Advisors, we believe that every individual deserves personalized attention and guidance to achieve their financial goals. With a team approach between clients and professionals, we have built a reputation for providing high-quality services in the Pacific Northwest. Our mission is to coordinate all aspects of your financial picture to provide guidance and insights to help you achieve your financial objectives. Whether you're a first-time investor, reimagining your retirement, or anything in between, we're here to assist you in making informed decisions about your financial future.
Our Services
We understand that not everyone's financial situation looks the same. That's why we offer a complimentary introductory call to see how we can help you meet your goals. Our services are designed to cater to individuals with diverse backgrounds and needs. We provide financial planning and advisory services, including:
Retirement
Get a plan and stick to it! Our retirement planning services are designed to help you create a secure and sustainable financial future. Whether you're near retirement or just starting to plan, we'll work with you to develop a personalized strategy to achieve your retirement goals.
Financial Advice
Our financial advisors will work closely with you to understand your goals, risk tolerance, and financial situation. We'll provide expert guidance on goal-setting, cash flow, and risk management to help you achieve financial stability and success.
Debt Management
Are you struggling with debt? Our experts will work with you to develop a customized plan to manage your debt and create a clearer financial picture.
Estate Strategy
Plan for every phase of life with our estate planning services. We'll help you create a comprehensive plan to ensure the protection and transfer of your assets according to your wishes.
How We Work
At Wolfe Advisors, we believe that every client deserves a personalized approach. Our three-step process to financial freedom is designed to help you achieve your financial goals:
Step 1: Get to Know Us
Let's get to know each other! The more we know about you, your finances, and your goals, the better we can help. We take the time to understand your unique situation and develop a personalized plan.
Step 2: Make a Plan
We'll provide an amazing experience and a financial strategy that works with your lifestyle. Our experts will work closely with you to develop a tailored plan that addresses your financial needs and goals.
Step 3: Stick to the Plan
Life is always changing, and so are you. We'll be by your side through every twist and turn. We believe in regular check-ins and adjustments to your plan to ensure you stay on track and achieve your financial goals.
About Our Firm
Over the years, we have found that a team approach between client and professional can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. From tax planning and advising for individuals and businesses to complete tax preparation services, from business services to trust and estate building, and now financial planning and advisory, you will find financial guidance with Wolfe Advisors.
Contact Us
We invite you to discover and experience the power of our services. Let's start your financial journey today!
Communication and Customer Service
Some reviewers experienced poor communication and customer service with Justin Wolfe CPA. Martin Tijmes gave a 1-star review, stating that he didn't communicate well and received bills from the State of Oregon and the IRS. He also mentioned that the forms he received from Justin didn't match the IRS forms.
On the other hand, most reviewers had a positive experience with Justin's communication and customer service. Many reviewers praised Justin's professionalism, responsiveness, and attention to detail. They appreciated his ability to explain complex tax concepts in a clear and concise manner, helping them to feel informed and at ease throughout the tax preparation process.
Tax Preparation and Services
Justin Wolfe CPA received numerous 5-star reviews for his tax preparation and services. Reviewers appreciated his knowledge, expertise, and ability to navigate complex tax situations. They praised his competitiveness rates and hassle-free filing process.
Several reviewers mentioned that Justin helped them to save thousands of dollars on their taxes. He also assisted with other financial services, such as real estate and financial planning. His clients appreciated his honesty, professionalism, and attention to detail.
Recommendations
Overall, the reviewers highly recommend Justin Wolfe CPA for his exceptional tax preparation and customer service. His clients praise his ability to communicate complex tax concepts in a clear and concise manner, making the tax preparation process a stress-free and easy experience.
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