Kim Anderson, CPA

Kim Anderson, CPA Financial planner in

Kim Anderson, CPA, is a professional financial planner offering expert financial advice and planning services in the America/Chicago time zone. Operating on weekdays during the evening from 6 PM to 8 PM, and available on Saturdays from 9 AM to 2 PM, Kim is dedicated to accommodating clients with busy weekday schedules. With a strong reputation and positive reviews, Kim Anderson is recognized for delivering personalized financial strategies that help clients meet their financial goals effectively.

Services Offered

• Financial Planning
• Tax Preparation and Planning
• Investment Advice
• Retirement Planning
• Estate Planning

Cost Ranges

Kim Anderson offers competitive pricing for her financial planning services. Initial consultations may be complimentary, with ongoing services typically priced based on the complexity and scope of the financial advice required. It's advised to contact directly for a detailed quote tailored to your specific financial needs.

Local Tips

• Plan to schedule appointments in advance, as evening slots can fill up quickly due to limited weekly hours.
• Consider combining a visit with other local errands, as several financial services and advising businesses are located in the area.

FAQs

Do I need to bring any documents to my consultation?

Yes, it's recommended to bring any relevant financial documents such as tax returns, investment account statements, and retirement account details.

Can Kim help with both personal and business financial planning?

Yes, Kim Anderson is well-versed in handling both personal and business financial planning needs.

How can I schedule an appointment?

You can schedule an appointment by contacting Kim Anderson directly through her business phone or email. Advance booking is recommended.

Monday: 6-8PM | Tuesday: 6-8PM | Wednesday: 6-8PM | Thursday: 6-8PM | Friday: Closed | Saturday: 9AM-2PM | Sunday: Closed
America/Chicago time zone
average rating from reviews for Kim Anderson, CPA: