If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 787-200-3358.
Jeremy implemented a Non Qualified Deferred Compensation Plan for my company and handles the yearly administration of it. I am completely satisfied with his work.
R Condon Hughes, III
Jeremy completes tasks in a very timely manner with solid knowledge of complicated & detail- oriented tax planning & wealth-building strategies.
Jeremy is extremely helpful in the design and implementation of complicated tax planning strategies. His expertise and knowledge of products and his ability to communicate are valuable commodities. He has been extremely helpful in my personal planning as well as for many of our clients. I would highly recommend the services of Jeremy Colombik.
It is a pleasure to know and work with Jeremy. He has been a great addition to our consultation team. I would highly recommend Jeremy.
Jeremy has been great to work with in my desire to make my business more profitable. His advise has allowed me to accomplish financial goals that are very difficult to reach in these uncertain times.
Terry & Sandi Leggett
Jeremy is a true expert in the field of deferred compensation and income tax reduction strategies. I have worked with him in the past and look forward to doing additional work with him in the future.
Jeremy is a highly qualified professional that can improve your business’s financial goals with specific revenue enhancement strategies. He takes a hands on approach with financial concepts designed for your situation. He takes you through every step so you understand what is next and why each phase of the process is important. His work is an outstanding example of delivering a complete package that produces great results. His follow up is timely and is available after the sale, which I truly appreciate.
Paul J. Madson
I have worked with Jeremy for the last seven years and have found him to be extremely knowledgeable regarding complicated tax planning strategies.
Jeremy Colombik is one of the tops in his field. He is hard working, honest and his clients are always his top priority.