Read what clients are saying

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Any time I have clients that need assistance with daily money management, Elizabeth Ball is my "go to" person. She is professional, organized, knowledgeable, patient and is immensely helpful to my clients. They rave about her!

Cerretha R

Elizabeth has proven immensely helpful in financial matters for a family member. She is thorough and knowledgeable, professional and kind. I couldn't recommend her more.

Joel C

It is a joy to have Elizabeth Ball "manage my matters": financial, taxes, and a mountain of papers. She is organized, conscientious, productive and delightful to work with. She makes my "matters" okay instead of a looming huge problem. Handled in her deliberate and cheerful way, all is well!!

Beryl M

Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal.

Elizabeth has been my financial Angel. When I met her, I felt stressed and very alone in terms of “managing my matters”. My childhood and my adult years left me bereft of skills needed to navigate through black versus red columns in a balanced budget. Elizabeth, with patience and strong guidance, is teaching me steer my boat as I gain control of my future. She knows how to manage my matters .... and just as importantly, yes - she knows how to manage me. 

Valerie B.