Rosa at the Jenkintown branch is amazing!!! She took care of my account and had a down to earth…read morechat with, treating me like a person not a customer. She took care of a bad issue and gave me sound advice. Customer for life now!!!!

The customer service is poor. I opened a credit account and filed a dispute against a company that…read moreshipped my order to the wrong address despite several attempts to correct including the day ordered. Trumark told me to cancel my card to stop future fraudulent charges. I did so and Trumark allowed the same fraudulent company access to my account

I would give them a zero if possible. After 25 years at a company which was managed by Merrill…read moreLynch and I asked to have my life saving rolled over to and IRA. They insisted that is HAD to be mailed even though Merrill was managing the IRA. Their customer service was horrific...! I live in the city of Chicago and the mail system is unreliable at best. I was uneasy about having my life savings get thrown over the side of a bridge, which is know to happen. After much pressing they offered to us UPS. I requested to have a signature upon delivery, which I figured would be common given the amount of money. My customer service person said she could not request that service but had no problem charging me for the UPS delivery. She told me it was my responsibility to contact UPS when I get the email confirming delivery. When I contacted UPS they said the person who set up the delivery was responsible for setting up the type of service. So, UPS could not change it to a signature. In the end UPS made it happen after talking to a great customer service person at UPS. No thanks to Ascensus. AVOID ASCENSUS LIKE THE PLAGUE. WORST EVER....!

Oh, a $75 fee to access my own money... what a brilliant innovation! Nothing says "trustworthy…read morefinancial institution" like charging customers for the privilege of leaving. It's almost impressive how aggressively short-sighted that is. Instead of building loyalty, they've somehow turned a basic function into a reason to walk away. At this point, it feels less like a business decision and more like a masterclass in how to drive customers out the door.

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!

Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

From the owner: We Invest in Your Happiness. Contact us for a free consultation. read more

I just had my first call and client meeting with Joe after filling out all my information. I feel…read morelike the questionnaires that he sent me made me think about my values and goals more than I have ever before. I have been contributing for retirement through my work. Putting a big percentage of my salary away each paycheck and felt good about it. This was the first time I had a really long and meaningful conversation about why I am putting it away and how I want to use it to do good while I am investing and how to plan for the future. He was so patient and not judgmental, even though I am extremely risk adverse I wanted him to make my investments aggressive and just not talk to me about the risk. He didn't bat an eye at that kind of non-sense. This is a safe place- and honestly, I didn't know I would l have so many feelings. I am finally getting what I want and feeling heard. I didn't know that a financial advisor could be like a therapist. I am so impressed with him and proud of myself after this.

From the owner: Green works with smart people who are concerned about the climate. The weather is bad; your…read moreinvestments don't have to be.

Bob and Ellis have been nothing short of super helpful and kind. Definitely recommend.read more

From the owner: For more than 29 years we have provided our clients with exceptional investment services based upon…read morethe highest standards and principles. We seek to produce solid long-term returns for our clients using extensive research and market analysis backed by sound investing strategies.

Working with Brown's fulfillment consultation & accounting firm was the the best decision I could…read morehave made for my business. She was very professional, extremely knowledgeable, and very personable. When I first walked into her office I felt extremely overwhelmed with the process of keeping my business's finical information organized, but I left feeling confident and reassured that everything was in the best hands possible.

Really skilled and professional. They know their stuff and very efficient. The woman I spoke with…read morewas extremely helpful and walked me through the process of getting my finances in order. They have all my trust and respect!