Mark Dougherty is a CFP and has been my financial advisor for over 10 years. Mark is honest and…read moretruly cares about my future (also my family's future as several of them are his clients now)..it is a relief to me and my family to know that our financial advisor is looking out for us and wants us to be happy in our retirement. Highly recommend

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!

I had been doing my taxes myself --- and probably leaving money on the table --- 'til I retired and…read morefigured that an accountant could do a better job since my tax situation might be tricky. I found one guy who I thought was good --- I knew of his family and respected them --- but it seemed like the more I asked questions about different tax scenarios, the more impatient and irritated he became. And I didn't call every blessed day, just about three times during each tax season. Kind of a last straw was his charging me $75 a question, in addition to a fairly high rate to process my fairly simple return (So simple he farmed it out to a temporary employee --- who made mistakes that cost me over $500). A friend recommended Malin & Masly and there's a 100% difference. Norm Kaznica there does my returns, and he is the only one who does them. He found lots of money that the other guy and his temp didn't, answered my questions courteously, and correctly did my return for a reasonable price. I very much recommend the M&M crew for tax returns and other financial planning.

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.

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Lauren is the worst accountant I have worked with in the last 15 years. A woman with a very hot…read moretemper who speaks disrespectfully to her clients, is regularly late in submitting documents and has personally caused me to lose $10k due to late fees. Lauren, if you're a person who is angry most of the time and doesn't like people, find another type of job that doesn't require you to work with customers, you're just bad at it.

I simply cannot say enough amazing things about Lauren at Flash Tax. I found myself in a terrible…read morebind when my prior tax preparer attempted to extort me for returns he learned I needed to secure a mortgage the following week. In a panic, I found Lauren here on Yelp, and even though she was clearly up to her ears in work (it was mid-March!), she felt so bad about what this other accountant had done that she squeezed me in as a client, working with me late on a Friday night to get my returns done. Had she simply been willing to help a stranger out in a pinch, that would have earned my long-term loyalty. But it was much more than that: Lauren does incredible, thorough work. I'm self-employed via an S-Corp I own, and not only did she expertly navigate a combination of complex business and personal returns for both federal and state taxes, but she discovered mistakes my previous accountant had made, saving me significant money. And she did it all incredibly quickly and efficiently. Just a consummate pro in every way. Plus, she's hilarious and cool and smart as hell. Hiring Lauren is just one of the best decisions I've ever made. If you're looking for someone to work with, stop your search here. Lauren's as good as it gets.

Matthew Fitzgerald is a Certified Financial Planner in the Marlton, NJ area. He has been my…read morefinancial advisor for over 12 years. He took me on has a client when I first started my career and didn't know or understand the importance of contributing to my retirement at a young age. I started my savings with about 15K today I have more than 90K in my 403B. I would have more than this but I had to borrow some money to pay down debt and to purchase a home. Matt was there for me every step of the way. He truly cares about my future (and my family's future...several of them are his clients now). During a time like now when the economy is unstable and unpredictable and when there has been a lot of negative publicity surrounding the reputations and credibility of financial advisors in general...it is a relief to me and my family to know that our financial advisor is there for us 100% and wants us to be happy in our retirement.

I've been with Rob for about 15 years. He consistently excels at understanding my needs and…read moreanswering any questions I have. I have total faith in him and highly recommend him!