From your estate to real estate, we all have a need and desire to work with a trusted professional. As a member of the community who has had the opportunity to work with a number of local professionals from all sides of personal finance, we’ve developed a list of Trusted Local Professionals that we’ve personally vetted.

We put together the Trusted Local Professional program because I really want to work with someone who’s an expert in their field. Whether it’s insurance, investments, tax planning or real estate, I look for individuals and companies with breadth and depth in their field, so I make the best decisions for the long-term for me and my family.

And that’s what I want for you too. Making educated decisions up-front keeps more money in your pocket and gives you even more financial flexibility and opportunity for the future.

If you have a personal financial need, please look here to find one of our Trusted Local Professionals.

At Money Matters with Dino, it’s important that consumers like you can get access to the we talk to a lot of investment advisors, realtors, tax advisors and insurance experts.

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Join James Harnsberger, Enrolled Agent, for discussions on various tax matters including Audit Reconsideration, IRS issues, and unfiled taxes.    MORE INFO
Money Matters with Dino is all about educating you to help you keep more money in your pocket. We’ve built a library of resources you can access at any time. Apply-For-Show

Investing

Whether you’re just getting started, looking for help with your Roth IRA or a 401K Rollover of retirement planning or want to discuss your stock portfolio, our experts can educate you on the options that are most appropriate for you and your situation.

Real Estate

We have experts covering residential, commercial real estate as well as the help you might need to finance that property.

Insurance

Covering personal home and automobiles as well as business insurance, there’s an expert that can answer all of your questions so you make the best coverage decisions.

Legal Services

Whether you need to create an estate plan to protect your family, set up a business, or consider bankruptcy options, our legal partners will ensure that you have all the information you need.

Family Law

Changes in family situations require attention to detail for care-giving and financial protection.  Both mediation services and a family law attorney are valuable resources.

Tax Services

We all face the necessity to file taxes.  And with complex laws, it’s important to seek professional help to ensure you keep more money in your pocket.

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