The Strebel Planning Group - Ithaca, New York

The Strebel Planning Group

Located at 944 Dryden Rd, Ithaca, NY 14850, United States, The Strebel Planning Group is a reputable financial planning firm with a strong commitment to helping clients navigate their financial futures. Established by Chris Strebel, a Certified Public Accountant (CPA), the company specializes in providing comprehensive financial planning services to individuals and businesses alike.

SPECIALTIES
Their primary focus lies in financial planning, offering a holistic approach to managing clients' financial well-being. Whether it's handling complex tax returns, advising on investments, or providing general financial guidance, The Strebel Planning Group is dedicated to delivering personalized solutions tailored to each client's unique needs.

ONLINE APPOINTMENTS & ON-SITE SERVICES
Recognizing the importance of accessibility, the firm offers both online appointments and on-site services, ensuring that clients can receive top-notch advice regardless of their preferred method of consultation. This flexibility, combined with their wheelchair-accessible facilities, demonstrates the company's commitment to inclusion and accessibility for all clients.

REVIEWS & AWARDS
With an impressive 9 reviews on Google My Business and an average rating of 4.6 out of 5 stars, The Strebel Planning Group has garnered a strong reputation for excellence among its clients. Reviewers consistently praise the firm's expertise, integrity, and personalized service, highlighting the team's ability to handle complex financial situations with ease and professionalism.

CLIENT TESTIMONIALS
One client, in particular, noted their satisfaction with the firm's handling of their self-employed tax returns and investments. They appreciated the quick response times and valuable advice provided by Chris Strebel and his team, stating, 'His integrity and intelligence make him easy to trust.' This sentiment is echoed by many other reviews, emphasizing the firm's commitment to building long-term relationships based on trust and mutual understanding.

CONTACT INFORMATION
For those seeking the expertise of The Strebel Planning Group, the firm can be reached via phone at 6072751275 or through their website at strebelcpa.com. Located in Ithaca, New York, the firm's accessibility and commitment to client satisfaction make it an excellent choice for anyone looking to secure their financial future.

OTHER POINTS OF INTEREST
- Gender-neutral toilets
- LGBTQ+ friendly
- Transgender safe space
- Appointment required

KEYWORDS: Financial Planning, CPA, Tax Services, Investment Advice, Personalized Solutions, Accessibility, Inclusion, Excellence, Integrity, Expertise

👍 Reviews of The Strebel Planning Group

Mitch B.

5/5

Chris Strebel and his team have been doing my taxes for about eight years. Our return is complex since my wife and I are self employed and our investments are varied. Chris has always responded to my questions quickly and has been ready to offer advice that has always proven helpful. His integrity and intelligence makes him easy to trust and the staff has always been helpful. I highly recommend him to my friends all the time.

Bromleys M.

5/5

The Strebel Planning Group is a terrific organization. They are calm, kind, reliable, supportive, welcoming, and I have always been happy with their services. Their office is beautiful and peaceful but not ostentatious, and they are excellent hosts so it is easy to be comfortable while doing business there. They explain things clearly and work with the client at the client's own level. I never mind that they are not right downtown because the way there is so pretty and the destination so pleasant.

Carol C.

5/5

I cannot recommend Strebel and Strebel highly enough! I suddenly found myself responsible for filing five years of taxes for an elderly relative. I didn't know what was needed nor how to obtain what was needed. They were incredibly helpful, patient and very good natured! It took a few months to gather all of the documentation and they were in constant contact with me, checking in to be sure I had the information needed. My calls for help and additional information were always answered right away. I found their fee for all of this work very reasonable too. An added delight is the variety of snacks they always have at their office. I would definitely use their tax services again.

Ken B.

5/5

I moved my tax filings to Strebel from a much more expensive company in town, feeling that I wasn't getting all that much for my extra expense. As it turns out, Strebel not only saved me money on fees, they actually have done a much better job in terms of helping me understand broader financial decisions, performance of investments, and the right strategies to use so that I just won't pay more tax than I should. Beyond that, they stepped in to help a relative of mine whose accountant got overwhelmed and messed up her accounting in a dreadful way; I was very impressed at how quickly they had her back on track. So five stars in my book!

Alex B.

5/5

Working with Jim at Strebel has been great. It's reassuring to know that my taxes are being properly filed, especially as my company grows and the finances become more complicated. I highly recommend Strebel's services.

Vermont S. E.

5/5

I love working with Strebel & Strebel, they have helped me make great decisions for my small business! Doing taxes like a professional would, giving us good advice on things we can do to properly manage our taxes.

Pat H.

1/5

Used David Richards from this firm and found him to be very unprofessional. He did not seem to be very knowledgeable and I felt that I could have done the tax return better using Turbo Tax. When I pointed out that he made a mistake on my return, instead of apologizing and correcting it, he dumped it into my lap to fix and tried to blame me. I would never use his services again and do not recommend him.

Matt W.

5/5

Efficient and easy to work with for tax preparation. Was able to submit everything online, but could still get in touch with actual people when I had questions.