Sunday, May 19, 2013

I was a working single parent and for years I tried to manage my finances on my own. I did my own taxes, saved what I could, and tried to pay off credit card debt, but despite my best efforts, I wasn't getting ahead. After I bought a condo I started having my taxes done by one of the national companies, and tried two financial advisors, but still my financial situation was a mess and caused me considerable stress and unhappiness. When I turned 65 I decided I needed help and picked up the phone book to find an accountant in my area. I liked ABAPC’s website and decided to try them. From the very first day I met Mike, Jeff, and Steve, I knew I had done the right thing. Even though my portfolio was small, they treated me with respect, and said they were there to help me develop a plan for the future. Every interaction with the people from ABAPC has been positive. This year they did my taxes and charged less that that national company had done! I highly recommend ABAPC and urge anyone with financial problems to contact them – don’t wait as long as I did to get top-notch financial advice and assistance.

Kate Galambos
Branford, CT

Arendholz Bryan came highly recommended by a friend that had a similar IRS/tax issues. When I arrived at their office, I felt overwhelmed and nervous. As a single mother with four children I had no idea how I would be able to handle a large IRS dept. Mike and his team immediately took charge of the situation and handled in completely. I no longer had to deal with the IRS.... that was now Arendholz Bryan's job! After a few short months, my IRS issues were solved and a huge weight was lifted off my shoulders.

But it didn't stop there. Mike took a long, hard look at my whole financial and personal picture and pointed out some key areas of concern. A lack of sufficient life insurance coverage and no real "plan" for my special needs child topped this list. Mike's ability to think outside the box has provided some fabulous ideas which will guarantee the success of my special needs child. We continue to work closely together to ensure that not only myself, but my children, will be secure in the future.

I believe the highest form of praise is recommendation. It's easy to recommend Mike and his team. Their professionalism, courtesy and knowledge are unmatched. I've since sent several people their way who are all thankful for their expertise and are also singing their praises! I initially went in to see Mike the Accountant, but ended up with Mike the "life planner". I couldn't be happier and definitely couldn't have been in better hands!

Linda Kelly
Milford, Connecticut

Mike has a unique combination of skills that I've found invaluable on a number of levels, for the different services for which I've consulted him:

As a business owner--he understands the importance of thinking out of the box to stay competitive in a challenged economy.

As a parent with a child applying to college--he's given me expert advice on how to navigate through the maze of college applications and forms, with an insider's experience that's enabled my daughter to get into the college of her choice and still save the most on tuition.

As a taxpayer--he and his firm provide excellent professional accounting services that have been proven valuable for my personal and business returns and investments.

Andy Gundell

We met Mike Green through Jeff Arendholz who has prepared our taxes for many years. Jeff was recommended to Dave by fellow railroad employees who had worked with Jeff on Amtrak. Because of personal experience with older family members and friends, we had made an inquiry about long term care insurance for ourselves. We set up an appointment and Mike took the time to explain the New York Life program options to us, along with the background of that company and the reasons why it can stand behind what it offers.

It must be mentioned here that Mike is a personable and patient guy; no pressure, no “hurry up and finish and on to the next client.” He takes his time, is very clear, organized and will go over things a number of times to make sure we understand everything we need to know about our policy, in addition to things we ask about just for curiosity’s sake.

Mike helped us determine our long term care policy needs and put in our application. Dave’s policy was easy, but due to my particular health issues, mine hit a snag. Not to worry: Mike kept working on it and in what seemed like no time at all, he got my policy application approved with New York Life.

Mike wears many hats and was willing to advise us on how to proceed with managing our finances for the long term. In working with him we’ve gotten a much better overview of our pensions and retirement funds in how and when to make them work to our benefit. He presents options and goes over the advantages and disadvantages of each. We are truly satisfied with our Long Term Care Policy as well as our on-going working relationship with Mike regarding our investments.

“Have a plan!” This seems to be Mike’s motto. In general conversation Mike has expressed time and again that this is what most folks are lacking but what everyone needs to make their financial futures as secure as possible. We can’t agree more and we feel secure with the professional input we have received and will continue to do so, working with Mike in the future.

Dita Varleta & Dave McDonald
Connecticut

Mike's experience and professionalism affords him a unique insight into matters of personal finance and life planning - a topic of great interest for all!

Mike and his team had been encouraging us for a couple of years to have a “Plan” for each other and our children. I was a hard sell. My husband was on board from the beginning. With the help of my husband, they finally convinced me how important life planning is. I was on the fence for a while and something just clicked. My husband and I decided that we needed to have life insurance for ourselves and our children. I strongly dislike thinking about death and the inevitable, but I needed to put my selfishness aside and think of our children. I needed to know that they would be financially taken care of in the event of an untimely tragedy. The irony of the whole situation was the evening before we were scheduled to sign all the documents, my childhood friend was tragically killed in an automobile accident, leaving her 9 year old daughter. This tragedy just reinforced the absolute necessity of having a plan in place. Mike Green and his very competent team are wonderful at making this unhappy experience a smooth transaction. Mike knew how difficult it was for me to finally “take the plunge” and he was available for all my questions and concerns. Take the time to meet with Mike and his team, you won’t be disappointed!!!

Deb F
Connecticut

I have had tax problems for many years and have hired many different CPA and Accounting firms to try and solve my tax problems. All of whom did not help me and numerous tax firms have burnt me in one way or another. I was referred by a friend to hire Arendholz Bryan & Associates to solve my tax problems. To this day Arendholz Bryan & Associates has gone above and beyond the call of duty to help me. They're a compassionate, good company that has resolved all my tax problems and I don't know what I would have done without them.

Susan Anderson
Lyme, Connecticut

Arendholz Bryan & Associates, PC
14 Summit Place, Suite 201
Branford, CT 06405

Phone: (203) 483-7333
Fax: (203) 483-8320


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