An Independent Raymond James office…read more No two people are alike, so why should their financial plans be ? We had a retirement specialist come in and talk to our whole office.. Since 1962 2400 locations 5300 financial advisers I'm googleing while he's talking ;]

Had two accounts with Bob at RJ in Moorestown for 3 plus years.Fees for trading are outrageous does…read moreresearch with Yahoo Finance has his daughter answering the phone. I called twice to make a trade and she forgot to give dad the message his response was " kid will be kids" and had an attitude that had me back to TD Ameritrade. It has been months but it still tics me off!

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!

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

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.

Awesome customer service. John, Bill & entire staff are very pleasant and professional. Beautiful…read moreoffice in a centrally located area.

Knowledge and their professional skills and they go to any lengths to make my visits and your visit…read moreeasy. You also will will feel right at home when you walk in thank you so much for all the support from everyone in the office keep up the great work

Ed and his team are amazing! Had issues with our previous accountant and Ed cleaned up their mess!…read moreThey are very helpful, answered my questions in a timely manner, was easy to schedule an appointment, and are very knowledgeable. Highly recommended.

I rarely write reviews, but Edward E. Newman, CPA, LLC absolutely deserves the praise. From the…read moremoment I finally decided it was time to change accounting firms and met Ed, I knew this was the right move. I run a small business with a lot of moving parts, working in several states, and Ed and his team are key to keeping our finances clean, compliant, and on point. Their help with taxes, financial guidance, and payroll services, is second to none. Gone are the days of getting a call on April 14th saying we owe the IRS "XYZ." They explain things clearly, respond quickly to emails, and treat me as an asset to their business. The value is outstanding. If you need an accounting firm that combines expertise with genuine care, this is the real deal!

kapital mind has genuinely made a difference for me. When I first started using their services, my…read morecredit was sitting at around 450 and I honestly didn't expect major progress right away. But after sticking with their guidance and letting their tools do their work, my credit climbed to around 650! That may sound small to some people, but for me it represents real, measurable growth -- and proof that their approach delivers. What I appreciate most is how simple and transparent everything has been. kapital Mind breaks down each step so I always understand what's happening and why it matters. Their system tracks changes clearly, gives helpful insights, and makes it easy to stay consistent. I never felt lost or overwhelmed; instead, I felt like I finally had control over my financial progress. The improvement in my credit isn't just a number -- it's confidence. kapital Mind helped me see that even small steps can lead to real improvement. If you're looking for a service that actually supports your financial growth and shows results, I'd definitely recommend giving kapital Mind a try.

thanks so much . The best service ever I mean ever. realest I mean it. they break it all down so…read moreeasy.

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 did not like his approach when I recently went to a seminar. He's very arrogant and rude.read more

Brian Powell is not a normal financial planner. He is rude and arrogant and just…read more very nasty. He tries to intimate you and is very fishy. I don't understand the good reviews here. He doesn't explain anything and your review at his office is basically to just hand over your money. He is not doing any analysis and wants to just sell you a quick annuity. Anyone can do that. I certainly would not do business with him.

April Moore helped us resolve some complicated Tax situations. We have peace of mind that we are in…read morethe best hands for our Business and Personal Tax needs. Will keep using April as our Tax professional. Thanks for always being there when we need you April!

Worked with April, who was fantastic in filing my 2024 taxes, as well as cleaning up messes created…read morein 2021-2023 by TurboTax. Extremely easy, quick turnaround, and excellent communication. Never going back!