Teachers Tax & Investment

Teachers Tax & Investment provides comprehensive financial services tailored to educators, including retirement planning (403(b), IRA, inherited IRA, 529 accounts), tax preparation, and ongoing financial advice. The firm is known for its personalized approach, with advisors like John Urrutia and Marisa offering expertise, compassion, and clear communication.

Source: 8 of 8 reviews • Confidence: high (explicit mention)

• Works closely with local school districts on payroll and tax law updates
• Provides a helpful tax organizer for client preparation

Multiple reviewers highlight the advisors' quick response times, thorough explanations, and deep knowledge of tax law and retirement planning. John Urrutia, in particular, is noted for being patient, thorough, and trustworthy, while Marisa is praised for her professionalism and warm demeanor.

Source: 8 of 8 reviews • Confidence: high (explicit mention)

Clients describe the atmosphere as warm and welcoming, often likening the staff to family. The firm is commended for its efficiency, excellent communication, and educational approach, making complex financial matters easy to understand.

Source: 8 of 8 reviews • Confidence: high (explicit mention)

One review specifically mentions that John Urrutia provided compassionate support during a family crisis, guiding the client through retirement account management while the client's mother battled cancer, demonstrating the firm's commitment to client well-being beyond routine financial services.

Source: 1 of 8 reviews • Confidence: medium (specific anecdote)

Several reviews note that the charges are reasonable and that the peace of mind from accurate tax filings and sound financial advice is invaluable. The firm has helped clients reduce tax liabilities and secure refunds, emphasizing both cost-effectiveness and long-term financial benefits.

Source: 5 of 8 reviews • Confidence: medium (recurring theme)