Kevin Chou did my taxes for several years until I learned enough to try preparing them myself. He…read moreis professional and courteous; knowing that I was a freelancer, he told me about the SEP IRA, and he took the time to explain things like how deductions and business write-offs worked. This tax season, when I was extremely worried about my retirement plan contributions, Kevin talked with me by phone, answered my questions, and offered a possible solution. Thank you, Kevin!

He is charming when you first talk to him but then he is unable to calculate and file your taxes…read more He is either on drugs or has another occupation by which he does not have the time to do your taxes. His ineptitude will force you to file late, get penalties and in the end be forced to hire anothe accountant that can sort out Kevin's mess. PLEASE AVOID THIS INDIVIDUAL!!!

Allison is an incredibly thoughtful partner to have while working through your specific financial…read moregoals. She dives in to understand what will suit your situation and priorities in order to provide you with the best approach. She will also help you be flexible and pivot as life changes.

I have known Allison for twenty years and she is phenomenal at managing finances. Her advice over…read morethe years helped me develop my retirement fund, budget the money from my paycheck and create savings that allowed me to buy a house and be ready for three children. Because of this financial stability, I have the peace of mind that I'm not going to have major money troubles in the future. I highly recommend her services for anyone that is struggling with finances or just wants excellent advice!

Jason and the team do wonderful work! I use their services for my small business and personal taxes…read morebecause they are so reliable, easy to communicate with, and dedicated to their clients!

There is no better place you could go to have someone help you both with your business and personal…read moreaccounting.When you choose to have Weisz accounting take over you become part of the family with that personal touch.

kapital mind has genuinely made a difference for me. When I first started using their services, my…read morecredit was sitting at around 450 and I honestly didn't expect major progress right away. But after sticking with their guidance and letting their tools do their work, my credit climbed to around 650! That may sound small to some people, but for me it represents real, measurable growth -- and proof that their approach delivers. What I appreciate most is how simple and transparent everything has been. kapital Mind breaks down each step so I always understand what's happening and why it matters. Their system tracks changes clearly, gives helpful insights, and makes it easy to stay consistent. I never felt lost or overwhelmed; instead, I felt like I finally had control over my financial progress. The improvement in my credit isn't just a number -- it's confidence. kapital Mind helped me see that even small steps can lead to real improvement. If you're looking for a service that actually supports your financial growth and shows results, I'd definitely recommend giving kapital Mind a try.

thanks so much . The best service ever I mean ever. realest I mean it. they break it all down so…read moreeasy.

I've worked with bobby to discuss a few investment and insurance questions that I've had -- he is…read morevery knowledgeable and patient in explaining complex things and I've found the time we spent together to be quite worthwhile.

From the owner: We are first and foremost financial planners. We specialize in retirement income planning and do…read moreour best work with people in or a few years away from retirement. We help our clients maintain dignity and independence in retirement. Our client's most important goals are generally: 1) how to generate a lifetime retirement income and 2) how to leave a legacy to those they love. We help our clients create and implement investment strategies designed to reach those crucial goals. We have a convenient office located in Center City Philadelphia just a couple blocks from Rittenhouse Square at 19th and Spruce.

We called and made an appointment with James after a personal recommendation. He met once with us…read moreand took our information and ask about what we wanted to discuss/learn. We had a second meeting g where he presented our numbers back to us with areas of concerns and areas of strength. He takes time and answers questions and seems ask us questions to make sure we are understanding and on the same page. We are looking forward to learning more about how to handle our concerns in the next appointment.

While Jim is a nice guy he got me into the absolute worst annuity at nationwide. Four straight…read moreyears of that investment doing absolutely nothing. Account gets drained from my free withdrawals and quarterly payments nationwide takes. They are the only ones making money! Be warned because I made huge mistake with this advisor. don't make mistakes with hard earned pensions put into junk annuities. Look elsewhere!

Well I have a few bad and a few wonderful experiences with this agency, the one located in Center…read moreCity Philadelphia, I had one counselor he looked like a kid and could have cared less when I told him about how the mortgage company said the appraiser wanted me to sign this form stating the home I was going to purchase did NOT need repairs. The inspection said I did anyway this was about 10 yrs ago. If something like that happened today there would be all kinds of repercussions and consequences. For all involved but this was before the laws changed and social media was used to rightly crucify folk. Needless to say I did not sign that paperwork from the mortgage company scam artists right along with the scheming RE agents no thanks to that dude. I could have sued. I filed a complaint against the mortgage company for racist remarks and that also went no where. Now on the other hand fast forward to the one located in North Philadelphia around Broad and Erie, service is like night and day. Wonderful older woman I worked with for counseling was excellent, she called back when I had questions and told me what to do if I had any problems with any party involved when purchasing a home. That was about five years ago or so. She was like a one woman show. I learned from that experience, go to the next one. Outside of the one dude the services and workshops are very helpful as well as the people who present them. Boy I tell you I love 2020 practically everyone/anyone who is wrong can be checked and called out if necessary.

This is wonderful resource for financial counseling including debt management, mortgage &…read morePre-purchase counseling, foreclosure prevention, etc. They are a nonprofit & they participate in the United Way. They provide clear, thorough information with real resources & solid advice. This free resource is wonderful. Use it, & comfortably.

15th May 2026 One month past…read more Tax date (15th April) Not sure why there are so many one star reviews. In my humble experience the Vanguard reps I have interacted with over the phone in the past have been really respectful and helpful. The stock market is a gamble no matter who you invest in. You are taking a chance and there are no guarantees. Read, study, authors and advisers Scott Galloway and Suze Orman are very helpful. At Vanguard you get to choose your companies, be they pharmaceuticals, like Ozempic, GLP stocks, or big tech, think Google, Microsoft, Uber, Tesla, or big box American products like Amazon, Walmart, Coca-Cola, Pepsi, Nabisco, Mobil, Disney, often referred to as Blue Chip. You decide. Vanguard is considered a premier, client-owned investment manager. They're renowned for low-cost, long-term investing, offering a wide array of mutual funds, ETFs, and brokerage services. Popular options include the Vanguard 500 Index Fund and Total Stock Market Index Fund for retirement and/or short term. Again, you decide. Have a great day and Good luck!

I have $7 million invested with Vanguard and was recently charged an 8-point spread on a bond --…read morecosting me $1,600. Their goodwill gesture was a $60 free trade. When I tried to escalate, I couldn't reach a single person empowered to make a decision. For a firm collecting roughly $21,000/year in fees on my account, this level of customer service is unacceptable. Fidelity and Schwab are starting to look very attractive. Think twice before trusting Vanguard with serious money.

I own a small business and had Braunstein and Co help me with my taxes the last two years. I don't…read moreeven see their faces, they send me a packet in the mail. I do all the work with filling it in, and they file them for me electronically. A couple months later, I get a bill in the mail for a little under $700. Never have I been so taken advantage of. No warning or discussion of pricing. Disgusting.

You get what you pay for! Elliot is highly recommended and extremely professional! Elliot even…read moretaught me concepts and told me he wanted me to be informed as well. I am glad I found Elliot's service.