Roger's mantra, "Don't lose money" resonates. It is difficult to find a financial adviser who listens carefully to your needs and provides a solution to meet them rather than suggesting solutions which provide the largest income for the adviser. Roger, Judith, and Dylan Cowen are knowledgeable in their field and trustworthy to the extreme. The rest of the staff are super friendly and anxious to help. You will feel like part of the family. $199 tax preparation is hard to beat and if you wish can lead to a conversation about lowering taxes. Wonderful people to do business with. My relationship has been a profitable one, and I recommend them most highly.
8 years ago (16-12-2017)
Great company they handle all my requirements from market investments to tax issues with professional, prompt and courteous service, Their knowledgeable staff treat me as a valued part of their company.not just a client..I don,t hesitate to recommend them to my friends and business contacts...
8 years ago (17-04-2018)
The Cowen Tax Advisory Group has been preparing my returns since 2010. In every experience with respect to taxes and retirement planing I am compelled to say and I sincerely believe that you can find no better firm in the Greater Hartford area. The Cowen family and the staff at CTAG is a shining example of exemplary client customer service. This is truly a five-star operation and I look forward to being part of the CTAG family of customers for many years to come.
8 years ago (22-02-2018)
Excellent advice for finances.. And I highly recommend Dylan Cowen for your Medicare matters.. Everything was very UNCOMPLICATED !!
8 years ago (23-03-2018)
Cowen Tax Advisory Group is a fantastic firm that welcomes you with warm smiles, provides great financial advice, and becomes a trusted partner. Certainly call the main line and ask for an appointment with Roger; he is always happy to help.