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.

I heard Jim Cipriotti speak about retirement on 1210 AM several times and I thought his offer…read moresounded too good to be true. Let me tell you right up front, the offer he makes on the radio is 100% accurate! If you listen to his show, he offers for a complete comprehensive retirement report with a 1-hour consultation to discuss the results all for FREE. There are no catches, everything that was promised by Jim was provided free of charge. To get stated, I called to schedule the 1-hour consultation (either in person or via zoom) on the date and time that best worked for me. I did a zoom call, where Jim thoroughly explained the results of my retirement report (which was 46-pages) and provided me with an electronic copy at no charge. Believe me as a retired police sergeant and member of the military for over 30 years, I thought I knew everything I needed to know about my retirement, until I spent an hour with Jim on that zoom call. Take note, your consultation is with Jim personally, it is not with an employee of the company. I could not believe how detailed my report was, which included graphing my entire past, current, and future financial portfolio. I cannot thank Jim enough for taking the time to educate me on how to handle my current and future financial plan. Again, if you are thinking about giving Jim a call, don't hesitate as I did, take advantage of this amazing offer while it lasts. Thank you Jim!

This guy is the worst. He filed taxes for my husband and I in 2015 & failed to report half our…read moreincome. We got a letter from the IRS a year later and have been paying back taxes ever since. When we confronted him with the error, he did refile for us, but no refund for his (very costly) services was ever offered. Just yesterday, we received a letter from the state tax board stating the we also underreported to them for the same year. So even though Venuti refiled our federal taxes to ameliorate his error, he ignored the state returns. Was it ultimately our responsibility to double check our returns? Of course. But who would imagine that a CPA could be so totally incompetent as to make such a huge, glaring error? When we took all our paperwork to a new CPA, we were informed that Venuti took some rather unusual deductions that would cost us more in the long run. Speaking of which, that's what you should do instead of using this guy: RUN.

I had a great experience working with Stephen and Michele. Everyone at the office was so nice and…read morefriendly, and the work was timely and as promised. Stephen even reviewed one of my old (self-filed) returns and found an error that resulted in an unexpected refund!

After moving back to PA over four years ago I finally made the switch to a local accountant and I…read moreshould have done it YEARS AGO. Steven was instrumental in setting up my S-Corp. He made the process easy and affordable. He is extremely good in explaining tax code that applies to my family in ways I can understand. I highly value his quick response time. You can tell right from the start of your conversation that his decades of experience will benefit you financially.

From the owner: We are a Certified Public Accounting firm providing quality tax, accounting and bookkeeping…read moreservices in the Delaware Valley since 1979. There is no business or individual too small for us to service. Monthly, quarterly and annual service available. Member American Institute of CPAs (AICPA) and PA Society of Tax and Accounting Professionals (PSTAP)

After 17 years with this company I had did not see any growth in my investments. I only got what I…read moreput in. I did some research and it appears that my investment were high fee. Lincoln made it very difficult to withdraw my funds. I am surprised that is even permitted.

I have been using Trinity Wealth Management headed by J. Charles Mann for over nine years. Trinity…read moreWealth Management style is a customized plan to match your particular needs and risk level. He carefully reviews your assets, plans, and goals. I have used Charles Schwab and Merrill Lynch before and felt their priority was their own self-interest and not the client. I have never felt that way with Trinity Wealth Management. Their team of experienced professionals guide you through the process so you are comfortable with their strategy and the plan fits your goals. You have timely personal in office reviews and robust online tools so you can monitor progress and your objectives. So if you are tired of being an unappreciated client, or need a professional review, or want a local firm that will care about you, Trinity Wealth Management is the firm for you. You will be very pleased with their approach of developing and implementing wealth management strategies and creating a unique vision for you. You can feel confident and secure your financial goals are being monitored so you can pursue the areas of your life that bring meaning and purpose. I have no hesitations about giving them a full recommendation and I'm confident your experience will be a positive one. Please give them a call for a free consultation. Bruce Bittenbender

From the owner: At Trinity Wealth Management, our goal is for you to have financial contentment, allowing you to…read morepursue the areas of your life that bring meaning and purpose. We help our clients obtain it through comprehensive guidance, innovative strategies and extraordinary service.

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

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!

the entire staff is pleasant, patient, kind and knowledgeable!…read moreAlison and her team have shown me outstanding support and respect. this is a 5 star organization. I would encourage anyone [and have) to seek out their counsel.

Another year has gone by with Dan White and even though CD rates are up around 5% again, my fixed…read morerate is still 2.65%. Be careful, my first rate was for one year only and then went down (I was told because the rates went down) Now after rates have been up for 2 years, my rate has not risen. I got a call about my first rating and they asked what they could do to fix it, I said raise my rate - heck if they invest my money in CDs, they will make 5%, so pay me 4%. I understand the caps on market wins (because they make sure you don't lose money) but with fixed income, it should be close to market rate (especially since it resets every year.

I've been working with Capital MD for years. Mr. Weaver and…read morehis team get things done quick and efficient. Always available for questions, very knowledgeable about their services. I recommend Capital MD, if you want your taxes and book keeping ect.. done right hit up Capital MD.

Such an amazing experience. location easy to find. willing to travel to you and the price was not…read morebad at all!!

By far the best experience working with a financial advisor. Honest, one step ahead and overall…read moregreat communication. Highly recommend.