We called and made an appointment with James after a personal recommendation. He met once with us…read moreand took our information and ask about what we wanted to discuss/learn. We had a second meeting g where he presented our numbers back to us with areas of concerns and areas of strength. He takes time and answers questions and seems ask us questions to make sure we are understanding and on the same page. We are looking forward to learning more about how to handle our concerns in the next appointment.

I heard Jim Cipriotti speak about retirement on 1210 AM several times and I thought his offer…read moresounded too good to be true. Let me tell you right up front, the offer he makes on the radio is 100% accurate! If you listen to his show, he offers for a complete comprehensive retirement report with a 1-hour consultation to discuss the results all for FREE. There are no catches, everything that was promised by Jim was provided free of charge. To get stated, I called to schedule the 1-hour consultation (either in person or via zoom) on the date and time that best worked for me. I did a zoom call, where Jim thoroughly explained the results of my retirement report (which was 46-pages) and provided me with an electronic copy at no charge. Believe me as a retired police sergeant and member of the military for over 30 years, I thought I knew everything I needed to know about my retirement, until I spent an hour with Jim on that zoom call. Take note, your consultation is with Jim personally, it is not with an employee of the company. I could not believe how detailed my report was, which included graphing my entire past, current, and future financial portfolio. I cannot thank Jim enough for taking the time to educate me on how to handle my current and future financial plan. Again, if you are thinking about giving Jim a call, don't hesitate as I did, take advantage of this amazing offer while it lasts. Thank you Jim!

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!

Sage Financial Group is top-notch professionally and possibly the best for your financial…read moreguidance/advisor. We have been with them since 2000 and are very thankful that we partnered up with them at that time when things were going haywire in the U.S. Their mode of operation is very client appropriate. They are very conscientious. Mary Jo S.

After moving back to PA over four years ago I finally made the switch to a local accountant and I…read moreshould have done it YEARS AGO. Steven was instrumental in setting up my S-Corp. He made the process easy and affordable. He is extremely good in explaining tax code that applies to my family in ways I can understand. I highly value his quick response time. You can tell right from the start of your conversation that his decades of experience will benefit you financially.

From the owner: We are a Certified Public Accounting firm providing quality tax, accounting and bookkeeping…read moreservices in the Delaware Valley since 1979. There is no business or individual too small for us to service. Monthly, quarterly and annual service available. Member American Institute of CPAs (AICPA) and PA Society of Tax and Accounting Professionals (PSTAP)

Brinker Financial has moved to 2727 West Chester Pike…read more Broomall, Pa. 19008 610-446-3500 I was referred to Brinker Financial by my Aunt many years ago and didn't realize at that time how many friends also have their investments through them. I trust Joe wholly. He gets to know the client's lifestyle and goals and shows the ways to achieve them. When it was time for me to retire we went over my funds and bucket list which was travel. He showed me how I could accomplish my dream with the best advice to travel while I still had my health. Whenever I need to make a large financial investment I call upon him for his suggestion/approval. He's proved time and time again he has my back. If anyone is looking for a firm who has experience, integrity, advise with a personal touch I recommend Brinker Financial.

From the owner: ~individual portfolio management ~advisory services ~estate planning ~tax planning ~gifting…read morestrategies ~education planning

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.

By far the best experience working with a financial advisor. Honest, one step ahead and overall…read moregreat communication. Highly recommend.

They transferred and reorganized our portfolio for retirement. I'm not sure exactly what they did…read moreor how they did it, but it seems to be working very well so far in the last several months.