Avery Sanson and the team at Financial Voyages helped me restructure my 401(k) and made the whole…read moreprocess a lot easier than I expected. They made sure to take the time to look at my current plan and explained what changes could be made to better prepare for my personal goals. What I appreciated most was that they kept everything simple and focused on what made sense for my goals within my timeline. After working with them, I'd for sure recommend them to anyone looking for help with their 401(k) and any other financial prospects you want to pursue. I won't be going anywhere else for my financial needs. They are a one stop shop

We have been clients of Gary Sanson and Financial Voyages for over 20 years. The office customer…read moreservice is top-notch and Gary's expertise in guiding our savings and managing our portfolio through all the ups and downs of the market through the years now offers us the financial freedom we dreamed about when we started working with him in our 20s. I can't say enough about the service, care, and authentic human connection everyone at financial voyages embodies in their service.

Al is conscientious, intelligent and accurate. He's the best! You won't find a better accountant.read more

I don't normally post negative reviews, but I have to for this business…read more 1) they made an error on my state (MD) return. They calculated that I would get a return of $308. When the state processed my tax paperwork the state calculated that I actually owed $246.31. Depalantino made an error of over $550! 2) when I inquired with Depalantino about this error their response was "we will get back to you." They did not. I paid the state, and never even got so much as an apology from Depalantino. 3) three months later (July) I got a "payment past due" notice for their tax preparation fee ($280). When I reviewed my Discover Card account I confirmed that I had actually paid them the $280 only five days after they initially billed me in April. Summary: error on tax preparation, failure at customer service, and they can't even keep track of their own finances.

Scott is a terrific accountant who keeps up on all the updated tax codes. He has worked for us for…read more16 years and has consistently done a wonderful job helping us to do our taxes correctly and on-time. He's friendly, knowledgeable, and helpful when we have an accounting question after the taxes are done. We highly recommend him.

I've worked with Cataldo Financial for years, and am truly thankful for their advice and guidance…read more Anytime I've called or contacted John, John or Angelisa they've gotten back to me quickly and with answers to my questions. I would highly recommend their services to anyone.

Whatever you do, stay away from John Cataldo and associates. He makes a living off the fact most…read morephysicians and dentists don t know anything about running their businesses and then cons them for unnecessary services while refusing to divulge what he is doing and how much it will cost. Then when you call him in on it he yells and threatens. Case in point, I just got charged $600 for two phone calls! My attorney, who is quite pricey, doesn't even charge that much. My bill with John YTD is almost $5,000 dollars just for filing my taxes. When we told John we got a letter from the IRS that he was off by $14,000 (!!!!) in the IRS s favor on our returns he told us to just ignore it. My wife had to handle the issue because John couldn t be bothered. We asked John to give us an estimate before providing services and he refused. Then he hires his daughter and she gets put in charge of my account. What are her qualifications? What is her experience? We get told not to ask. The first thing she does is completely reconfigure my chart of accounts. With no notice and no explanation. It was fine for last year and fine for John for the first 11 months of this year. Now suddenly it has to be completely revamped for no reason. And I get billed for it. John was asked to provide notice and reasons for services, not to just do something and charge us for it. John's response was he does what he wants and anyone who doesn't like it can leave. When John was told this was unprofessional he just exploded and hung up the phone. This guy is predatory. Lots of others with similar experiences. Stay away! ****Just an update on John P Cataldo. After publicizing Mr. Cataldo's unethical and unprofessional behavior, he has resorted to sending me harassing emails, calling me names and even making veiled threats of physical violence against me and members of my family. And I quote: "I will be dealing with you.". I have reported him to the police. In this day and age you just can't be too careful when someone starts making threats!!

Professional, reliable and helpful. The VN team has managed our investments in accordance with our…read moregoals (sustainable growth and moderate risk tolerance) for several years. Tom and his team take the time to understand your situation and develop a financial plan that helps you achieve your goals. We have monthly phone calls to review our accounts and discuss any changes, either in our situation or in the financial situation. We also have a annual meeting during which we take a deeper review. We would strongly recommend Valley National to anyone

Horrible, rude, abrasive. My father had nearly 1M in investments with Valley National when he…read morepassed away. As a beneficiary, I called twice to get some information. I spoke to Donna both times, and both times she treated me like garbage, refusing questions with outright hostility. She could of asked me to come in for an appointment, or offered to have Tom Riddle call me back if she couldn't give or didn't know something; neither were suggested. Nasty and unhelpful, operating like this, how ever do they get or keep clients?

Best insurance company I've had so far. Very helpful and always professional. Thanks to Alecia…read morePeters I switched from my old insurance company and I couldn't be happier

I have been getting my taxes filed & receiving accounting advice from Mr. Cagle for the past 4…read moreyears now. He is such a personable, knowledgable man. It's a stress free tax season when you enter his office. Highly recommend his services. He also does a great deal of accounting, book keeping & taxes for small business and much more. This is a small office, very homie feeling & the staff is super sweet. It's definitely the place to go if you want your #s straightened out without having to stress yourself out. Mr. Cagle has many years of experience and is very well known in the area. I don't know what I would do without him come every start of the year. Sandy always schedules me in without any problems. Sweetest people in the accounting world. Highly recommend them for business or personal.

I used Haffner for years to do my taxes for my small business, now this year they pull out on me…read moreand they wont do them, said I was notified. Nope they sent a letter to my home address where my Ex husband resides. How unprofessional, now I am left scrambling. This sounds awful personal on their side and not a good way to do business they could have at least finished this year and then referred me to someone else next year

I have done my own taxes online the last several years, but things were getting a little too…read morecomplicated for me. I was referred to Haffner & Associates and am very pleased with them. They kept me informed and walked my husband and I through the steps of filing properly. They even helped us adjust our W4 so we could have the appropriate amount taken from our checks. Their employee at the front desk, Gretchen, is very friendly and professional. I would recommend this business if you are in need of tax services.