Excellent experience! We have enjoyed our meetings, both in person and virtual, withTim. He has…read moreguided us through all of the overwhelming financial planning stuff. Are you doing what you could be doing to set yourself up for a comfortable retirement? Maybe it's not so much that you need to get more money; it's that you need to put your savings money where it can help your future. We are in our 50s and besides 401K, hadn't thought much about retirement. And not just retirement, but but we've talked about more immediate goals. Things like...does it make sense to pay off our mortgage? And in our case, finding a way to shed a property that is more of a liability than it is an asset. We have frequent meetings at our convenience, to update us on anything new. It's been a very positive experience for us. Go talk to Tim. You won't regret it!

From the owner: EightPoint Financial is a independent, boutique financial planning and investment management…read morepractice driven by clients, guided by a prudent process.

I very much appreciate all the financial services and advice I have received from my Hefren…read moreTillotson Inc. advisers. They treat me like family, and always have mine and my children's interest in mind.

From the owner: At Hefren-Tillotson, we strive to be recognized for our unrivaled combination of successful wealth…read moremanagement solutions and exceptional client service.

Shay Port is SUPERB AT WHAT SHE DOES - she takes goofy tax returns like mine and actually makes…read moresense out of them! :-) VERY happy to trust her and work with her with ALL of my financial issues. HIGHLY RECOMMENDED!

Shay Port's Financial Wellness seminar literally changed my life. Before, I was up to my eyeballs…read morein debt and feeling like my finances were completely out of control. Shay helped me figure out what to pay off first and helped me organize a daily/monthly/yearly budget. She also taught me how to save, and most importantly, how to approach my finances in a calm and sensible way. She is an engaging, supportive instructor with a great attitude and sense of humor. Her workshop was as fun as it was informative. I highly recommend it to anyone and everyone. No matter where you're at with your finances, they can always be improved upon. Shay will help you make that happen!"

The group at Carson Wealth has been perfectly professional in all of my interactions with them. I…read morehave personal experience with Neal McGrath, John McGowan and John Graves. All of them are smart people with the knowledge and experience to guide me through my retirement years with financial planning, investment ideas, account setup, estate planning, record keeping and the reassurance that my wife and I will be OK come what may. Additionally, they will periodically hold gatherings around a particular financial or health related topic where there is an opportunity to socialize with other clients and mingle with the other members of the Carson Wealth team. If you are considering Carson Wealth to manage your finances I cannot imagine you could do better.

From the owner: We’re part of a nationally ranked firm (Barron’s 12th Ranked RIA in the country) with a local…read morepresence in Pittsburgh, led by a Forbes Best-In-State wealth advisor, Neal McGrath. For over 25 years, our financial advisors in Pittsburgh and surrounding areas have been a resource for our clients in all financial decisions. With a focus and commitment to proactive tax planning and estate integration, we utilize sophisticated investment strategies coupled with our deep knowledge and team of CPAs, CFP s, JDs and other professionals to guide you toward the financial decisions appropriate for your unique goals.

I have been going to the same CPA for many years and he recently sold it to a Will Winters. This…read moreyear was such a headache for me and I do not recommend him to anybody. The old owner was very personable and made it seem like you mattered but Winters does not care about you and only views you as dollar signs. He will take advantage of you if you are not careful. -Chris

Even though we were a small client only getting our personal taxes done with Winter Accounting, the…read moreowner (Will) took time repeatedly to meet with us and answer our endless questions about our unusually complicated tax year for us. He took the time to explain our options in plain English and made recommendations based on our individual situation. Even after our taxes were filed the support continued when the IRS had follow up questions later in the year, long after we had already paid for his services. Will is honest, fair and diligent. Always doing what he promised. He has a team of accountants working for him, but the fact he took the time away from his growing company to talk to us throughout the whole process shows his dedication to getting it right.

Davis, Davis & Associates have been my accountants for years and I could not ask for a better team!…read more They are knowledgeable, thorough and always take the time to explain things in a way that makes sense. Very responsive and organized. I trust their advice and appreciate how much they care about my business and family. If you are looking for an accountant, I highly recommend Davis, Davis & Associates.

Most unprofessional tax services! Was told I was owed money ended up owing money and then some…read more Never return calls, always "closed". Unwilling to help resolve this issue going on 3 years now and it was their fault!!