Financial Sense LLC - Darien, Connecticut

Okay, here’s a detailed description of Financial Sense LLC, crafted to be helpful and informative, suitable for someone seeking financial services:

Introduction to Financial Sense LLC

Financial Sense LLC is a dedicated bookkeeping service located in Darien, Connecticut. They operate with a clear mission: to provide comprehensive and compassionate support to individuals and families navigating sensitive financial matters. The company's commitment to client well-being is evident in their approach, combining professional expertise with genuine care. Located at Address: 105 Hoyt St, Darien, CT 06820, United States, Financial Sense LLC is easily accessible and prides itself on offering both convenient online and on-site services.

Service Offerings and Key Features

At its core, Financial Sense LLC specializes in meticulous bookkeeping. However, they understand that the needs of their clients often extend beyond simple record-keeping. They offer a range of services designed to streamline the financial processes associated with estate administration, personal finances, and small business operations. Key features include:

• Online Appointments: Clients can schedule consultations and manage their accounts remotely, providing flexibility and convenience.
• On-Site Services: For those who prefer a more traditional approach, Financial Sense LLC offers personalized service at their Darien location.
• Accessibility: The office is equipped with a wheelchair-accessible car park, demonstrating a commitment to inclusivity.
• Appointment Requirements: All clients require an appointment to ensure dedicated attention and personalized support.
• Recommended Appointments: Proactive scheduling is encouraged to facilitate a smoother and more efficient service experience.

Location and Contact Information

The company’s physical address is: Address: 105 Hoyt St, Darien, CT 06820, United States. For immediate assistance, prospective clients can reach Financial Sense LLC directly via phone at Phone: 2033530040. You can also explore their comprehensive services and learn more about their approach by visiting their Website: financialsense.net. The website offers valuable information about their services and provides a portal for appointment scheduling.

Client Feedback & Reputation

Financial Sense LLC has garnered significant positive feedback within the community. Currently, the company boasts 12 reviews on Google My Business, all reflecting an impressive Average opinion: 5/5. This overwhelmingly positive feedback suggests a dedication to client satisfaction and a capacity to handle complex situations with sensitivity and professionalism. It’s clear that clients appreciate the compassionate support they receive, particularly during difficult times, as evidenced by accounts of assistance following personal losses.

Conclusion and Recommendation

Financial Sense LLC presents itself as a reliable and deeply caring partner for individuals and families requiring expert bookkeeping and administrative support. Their combination of professional expertise, accessible services, and a genuine commitment to client well-being sets them apart. Considering the consistently high ratings and the reported level of compassion demonstrated, we wholeheartedly recommend that anyone seeking a trustworthy and supportive financial service provider to visit their website at financialsense.net and schedule an appointment to discuss their specific needs.

👍 Reviews of Financial Sense LLC

Kathleen D.

5/5

I’m writing with an overwhelming sense of gratitude for the exceptional services provided by Financial Sense after my mother's passing. From the beginning, their team demonstrated a level of compassion and expertise that allowed our family to complete all the administrative tasks we needed to do to complete my mother’s estate.

Marjolyn C.

5/5

Working with Keeley and Becca has made my life worry free! I travel extensively and can rest easy knowing that all my finances are in good order, and all bills are paid on time. I remained in Europe when the borders closed in 2020 and Financial Sense was able to handle all my requests and needs during such a trying time. I cannot recommend them enough!

Karen G.

5/5

I have worked with Financial Sense for more than a decade and they provide a valuable service to my clients at a very reasonable cost. They are trusted and professional, pay bills in a timely fashion, and provide a monthly and annual reporting that is very helpful to their client and their team or professionals, such as CPA, attorney and financial advisor. I highly recommend working with Financial Sense!

Georgette C. M.

5/5

Financial Sense has changed our lives. They keep track of our bill pay needs, immediately alert us if our bills look out of step, help our accountant prepare our taxes and free us up from so many worries. They are always responsive, available, and professional. They are fantastic resource even on matters not limited to bill pay. You are lucky if they have room to take you on as a client.

William C.

5/5

I have been with Financial Sense since 2001. Since coming on board, I have never missed a payment despite multiple relocations and a very busy professional and family life. Financial Sense gives me the peace of mind to focus on my family, my career, and myself, without the burden of worrying about my personal finances. Their professionalism and personal attention to every detail of my account is exceptional.

Sarah B.

5/5

I highly recommend Financial Sense, LLC and have been a very satisfied client for over 20 years! Keeley and Becca are professional, personable, honest and extremely detailed oriented. My bills are paid on time and in an organized, easy to understand manner. I have had only positive experiences working with them!

JR S.

5/5

It only takes a couple missed mortgage or car payments to trigger penalty fees and impact your credit rating. I've been working with Financial Sense for 20+ years, and have never missed paying a bill. Beyond that, my access to files, details, statements, and reports is simple with QuickBooks files that are updated by the FS team. I'd also add that my tax filings are incredibly simplified, as all my information is now in one place and at my finger tips. I recommend Financial Sense for all the reasons above.

Lizzie E.

5/5

Keeley - and now her daughter Rebecca as well - have been handling all of my bill payments, including taxes for 20 years. I work a lot and the last thing I want to do at the end of the day is deal with "the bills". Thanks to Financial Sense I never have to worry that anything is paid late and it has left me with a stupidly high credit rating. Every month I get a folder showing me in great detail everything related to cash flow. They are implicitly trustworthy, thorough and a joy to deal with and honestly have been life-saving for me. I can't recommend them highly enough.