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.

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!"

Excellent service for last 10+years. Easy to understand and easy process. Up to date on all tax…read moreinformation. Has made retirement much easier!

This is my second review. I would not recommend Jim Lange and associates for any retirement or tax…read morepreparation issues. My 2020 taxes are still not resolved as one of his associates did not file my taxes for years and this was brought to Jim's attention on multiple occasions. I now have a tax bill of over $20,000 due to fines and penalties associated with his inaction and negligence. I have been trying to get this resolved for years and once again, his company is in no contact with me. Poor customer service, bullying, negligence, and loss of money is all that a consumer will get with Jim Lange.

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!!

John was amazing. We spoke for more than an hour and he shared SO MUCH information with me. At…read morethe end of the conversation I came away with new direction and drive toward my goals. I will definitely keep in contact with him regarding my progress. Thank you!

From the owner: Our company provides personal financial coaching…read more We will help you create a simple and detailed financial plan, implement it in less than 30 days, and provide accountability and support so you can achieve your financial and life goals. Your Goals: Create a Budget, Eliminate Debt, Save for an Emergency fund and Future Expenses, Buy a Home, Plan for Retirement, Save for Children’s Education, Pay Off Your Mortgage early, Build Wealth, Create an Estate Legacy Plan, and Give Generously.

I was able to purchase my home less than a year after using this company. With the success of tha…read moreprogram I was able to recommend two other families and one purchased a home after completing the recommended advice given.

Bob Lefcort got our credit right in no time. He was amazing. Finally was able to purchase my dream…read morehome. Thank you!

I met Matt about 17 years ago, and I have learned so much from him about investing. He has been…read morecounseling me and my family for years and we are very happy with the commitment to service he provides. If you need some advice about investing do yourself a favor and call him. You wont be sorry. He also gave me terrific advice for a tax preparer.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Really wanted this to work for us & I'm pretty sure it could have but if it werent for their sales…read moretactics & how they requested my husband's credit without his confirmation. They asked me for his ssn & said they needed it for the special promo price for both of us, he was to call back in & confirm before they actually pulled his credit. I spoke to a manager about this, refunding us for the charge my husband didnt agree to paying or legality of them pulling his credit without his permission, they never called me back. (Probably hoping my husband wont sue them.) I would have given them a chance.. my husband didnt trust it & was really pissed they pulled his credit without his permission.

Lexington is amazing. They help me remove 20 items within the year. They are always available to…read moreanswer any questions or concerns. I'm feeling confident again and seeing a better future ahead. My credit still needs work, but I'm sure Lexington will stick with me until the end. Thank you Lexington Law, you guys ROCK!!!

Recently had the opportunity to reevaluate my financial situation with the guidance of Doug Raible…read more I appreciate his patience while reviewing our situation and explaining options. I look forward to working with Doug going forward.

From the owner: We specialize in working with retirement clients, and business owners nationwide. Our primary…read moreoffice locations are Pittsburgh, PA and St. Petersburg, FL. Our team of fiduciary wealth advisors can assist with personalized investment management, retirement planning, 401k rollovers, and financial planning services. We focus on lower client fees, providing superior client service, and strategic wealth management solutions for individuals and families around the country.