We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Services
About
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Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.
Mission Statement
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We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Meet Our Team
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Our team approach adds perspective to all we do and provides increased benefits to our clients. John Culhane CPA, Graduate of St. John's University with a Bachelor's Degree in Accounting, and MBA in Taxation. Certified Public Accountant licensed to practice in both Connecticut. Life, health insurance license in the Connecticut, .
Our Services
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While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. For more information about our firm and the services we offer, send us a quick email or call the office.
Reviews (9)
Zack Kline
Jun 19, 2019
Dmo M.
Jun 15, 2019
In a time where your unsure about everything this man is a saint. Not only is he unbelievably warm and giving, hes real and helps you get where you need to be. if i had to describe him, its old school back when friendship mattered over money. you would be stupid not to use him, let alone make a life time friend.
Sarah Pinto
Feb 01, 2019
Melissa Reis
Jan 02, 2019
V. Wickson
Dec 25, 2018
I was recommended to John by two friends. I needed a new accountant. Someone that could help me understand some details I wasn't clear on. I am self employed. I feel very confident with John. He was able to answer questions for me so I can understand more clearly. No other accountant has been as clear for me before. He is patient and very kind. I finally feel at ease. I highly recommend him. He has a lovely daughter who answers his calls and assists him.
Samantha Trayer
Nov 27, 2018
R. Sorrentino
Nov 06, 2018
John Mcrae
Oct 30, 2018
Mr. Pillsbury
Apr 05, 2016
I visited John A. Culhane to do my 2015 taxes and I was totally disappointed. He completed my federal and state return. But he put in the wrong checking account and it took 4 months to get my refund. He was also suppose to do my amended federal and state return, he charged me $400. I sent him a check for $400, he cashed it and disappeared! I called him, texted him and the guy just disappeared.
I will NEVER go back to this guy and I can't recommend this guy to anyone. I'm so disappointed but it taught me a lesson. Never pay an Accountant until they complete ALL the work.
I will NEVER go back to this guy and I can't recommend this guy to anyone. I'm so disappointed but it taught me a lesson. Never pay an Accountant until they complete ALL the work.
