M Dean Owen, CPA, PSC Old Us Hwy, Paducah

My parents and I met with Dean recently regarding some estate planning. The first 15 minutes were spent catching up ( my Dad had worked on his car many years ago) and discussing some really informative and interesting other things. It really just felt like a meeting with an old friend. When we got to the estate planning business, he basically told us how we could save a substantial amount of money doing things slightly different than we had planned. While this option really helped us, it took money out of Dean’s pocket, but he didn’t think twice about informing us of this option. From this meeting and his emails, it seems like this is his norm. Very thankful for our meeting. Definitely a guy we will use again for anything related to planning for our futures. My parents and I highly recommend.

Dean brought us in to discuss retirement and made us feel like old friends. We discussed our options for retirement investments and the benefits of using his firm for taking care of all our tax needs along the way. I highly recommend Dean and his crew for investment and tax needs. And by the way, the first visit was free!! How nice was that?

Knowledgeable, professional, trustworthy, hard-working, independent and GREATLY communicative! If you want financial and tax planners who put YOUR best interest first, and the very best of CPA pros…this is your team! Truly value Dean and his staff. Not one complaint from me and mine!

After the passing of my Mother, I scheduled a consultation with Mr. Dean Owen. Dean welcomed my Step Father and I into his office and educated us on some financial information and gave us peace of mind moving forward. Dean spent over an hour of his time with us and never made us feel rushed or like an inconvenience; he genuinely cared about our situation and even offered to file some paperwork for us once we were ready. Dean Owen has more than earned my business going forward.

I met with him today to discuss my father’s estate as well as a little of my own financial planning. He explained everything simply and clearly and made me feel a lot more comfortable about the decisions my sister and I will need to make. If you have financial questions and/or concerns give him a call!

Mr. Owen helped me avoid a big financial mistake. One of his suggestions, which I will gladly follow, will keep me from wasting at least $7500 this year. On my own, I was about to make the wrong decision concerning my insurance choice and and income issue. He suggested several options that I hadn't considered, without trying to sell me on anything. He explained the choices in a clear, straightforward manner without any confusing jargon. His goal was to assist me in getting the best solution to my financial issue. Clearly, when giving advice, he considers the long-term, and short-term objectives of his clients, as well as the tax implications in a way that gets the best results for them. Thank you Dean.

Friendly and professional business. A variety of professionals on tax and financial concerns. Staff keep up to date on new tax and investment laws. Very pleased with their services.

Would highly recommend! Very knowledgeable and personable! Answered all our questions and explained what we didn't understand. Made us feel very comfortable in the decisions we were making. Also staff was great, friendly and welcoming!

I went to visit Mr. Owens to discuss a family inheritance matter. He was genuine, caring and personable. I would recommend his services if you have a need and want a honest evaluation of your financial matter. Thanks Dean Owens, CPA for you time and professionalism!

Never have we needed anything that someone from Dean’s office either took the call or returned it. And if there are questions they’re not sure of, they partner with Dean. Very impressed.

Dean's office is professional and courteous to deal with. I have him do my personal income taxes and personal investments. I started with Dean when I was 50 years and I only wish I had used him for 20 years. My rates of returns on investments are better than anytime over the past twenty years. I will stick to Dean through thick and thin because he cares about me as a client and understands how important long term investments are to financial peace. He treats the money as if it were his own.

Spoke with Mr. Dean about retirement options, taxes and work after retirement. He was very informative, straight to point. I would use he and his business alike for any future accounting needs.

We have been working with Dean and his staff making investment decisions in preparation for our future. The professionalism and honesty we receive from this office is amazing! We are very confident in our decision to trust Dean and his staff to help us. We highly recommend that if you need help in this area of your life to give this office a call….today!

Dean keeps me informed with down to earth information that effects my company and family. Always easy to get in and the staff is more than helpful and very friendly. I have shared information he sent me with other business owners and they were so appreciative with the gain from that info. Thanks Dean Owen and Staff!

My husband and I needed some tax advice and Dean got us in quickly. While meeting with him we also discussed retirement planning and investing. He is very knowledgeable and gives good advice. Would recommend.

Mr. Owen helped me avoid a big financial mistake. One of his suggestions, which I will gladly follow, will keep me from wasting at least $7500 this year. On my own, I was about to make the wrong decision concerning my insurance choice and and income issue. He suggested several options that I hadn't considered, without trying to sell me on anything. He explained the choices in a clear, straightforward manner without any confusing jargon. His goal was to assist me in getting the best solution to my financial issue. Clearly, when giving advice, he considers the long-term, and short-term objectives of his clients, as well as the tax implications in a way that gets the best results for them. Thank you Dean.

My brother and I own a small business and had questions. Mr Owen met with us for over an hour at no charge. He listened attentively, gave his advice, answered question and made us feel very comfortable. Nothing pushy, or arrogant. Down to earth and extremely helpful.

Dean brought us in to discuss retirement and made us feel like old friends. We discussed our options for retirement investments and the benefits of using his firm for taking care of all our tax needs along the way. I highly recommend Dean and his crew for investment and tax needs. And by the way, the first visit was free!! How nice was that?

Dean keeps me informed with down to earth information that effects my company and family. Always easy to get in and the staff is more than helpful and very friendly. I have shared information he sent me with other business owners and they were so appreciative with the gain from that info. Thanks Dean Owen and Staff!

Professional staff - always quick to respond. Dean has handled my account in an exceptional manner. I have been very pleased with my returns. The fact that Dean is a fiduciary is very appealing. It is in his best interest to act in my best interest as it benefits both of us. I am very pleased and highly recommend the services of this firm. You are missing out if you do not consider Dean Owen. He will handle your money in a professional manner whether or not your personal beliefs and his are the same or not. Highly recommended!

Thank you Dean Owen for your time and knowledge. I appreciate meeting with you. Your staff is always nice and courteous. Thanks again. Brooks Watson

Dean and his staff truly care about their clients and take the time to have honest straightforward conversations about what is best for their clients. Everyone in the office has been very kind and helpful and gone above and beyond to help answer any questions we have. Highly recommend!

Dean Owens extended his knowledge about financial planning including a plan involving my current 401Ks, starting a Roth IRA, and not start drawing from Social Security until age 70 to be able to access cash for a livable means and not have massive taxes when I retire. He discussed his team of colleagues that will help me achieve financial success for years to come.

My Mother Cathy Pugh went to Dean about her retirement plan. He was very helpful and able to answer her questions.