I have been working with Jason Bergey and Nancy Baker for 2 years helping them plan educational…read moreseminars they teach to the public. Not only are Jason and Nancy a pleasure to work with but we constantly get positive feedback from the public on how informative Jason's seminars are. Jason specializes in Estate Planning, Maximizing your Social Security and Minimizing your Taxes. You're definitely in good hands with Jason Bergey! See below for some actual comments we have received. * I attended a seminar yesterday and found it very helpful. I thought it was very informative for the 90 minute talk. I think anyone close to retirement or in retirement would benefit from this information. It could save you a lot of tax dollars! * I have attended quite a few seminars in preparation for retirement. I was fascinated by the information given at the seminar. Fascinated enough to want to meet with Jason, the presenter, to learn more and explore options. * The information was timely and provided a different perspective to review and apply to the forth coming end of year and future planning. Thanks. * Very interesting and informative seminar. Was well worth the time spent in attendance. Would recommend anyone preparing for retirement in the near future to attend a session. * We learned facts that our CPA of more than 30 years never enlightened us about. Wish we had known some of the items included 10 years ago!! * Very good class on taxes in retirement seminar. * I am not a financial type so I felt I would be somewhat overwhelmed, but Jason did a good job of presenting the information. * Learning capital gains are not taxable! Also learned there are many ways to look at how to protect the funds we have worked so hard to live off of. * Excellent speaker. Explained the implications of various income sources on federal tax burden. Wish I had heard of Jason before I retired. * Did a great job discussing the changes and opportunities available to us.

From the owner: Pennsylvania Wealth Management is dedicated to: Helping…read moreeducate clients with financial strategies for a successful retirement. Protect the assets our clients have accumulated throughout the years. Generate the income needed for a comfortable retirement. Keep our clients' taxes as low as possible!

My husband recently passed away. He has a PNC credit card which I tried to cancel. They are…read morerequiring me to take a physical copy to them. They claim to need it personally delivered and have no email capabilities. Of all the entities I've had to contact they are the only ones that are making a difficult time even moreso. NEVER will I have another dealing with them.

Wife and I have a joint PNC account. A few days ago I went into the Camp Hill branch to exchange…read morerolled coins for cash (or deposit). I was asked for two forms of ID. At the time I gave her my PA Real ID and a credit card. Afterwards I questioned PNC online why wasn't the Real ID sufficient. Quick answer was we require two IDs, Patriot Act blah, blah, blah. I asked for the ID requirement for existing customers, not new customers opening an account. It says two IDS may be required for "certain" transactions, not all. I asked for examples of a transaction where the Real ID was sufficient. No answer. As usual PNC has chosen the path of more bureaucracy while blaming the Federal government and the Patriot Act.

After years of no progress with my investments I moved part to another firm. This resulted in anger…read moretoned phone calls, arguments, and requirements to move all my funds to other accounts. Should have done that when the reporting service never gave positive feedback.

We have just recently sold an investment property with Amber Corbo from NAI CIR. Amber is an…read moreextremely pleasant young lady, who listened to our concerns and gave us direction when needed. She is a very good representative of NAI CIR and negotiated with the buyer to make sure that all sides of the negotiations where heard and that everyone came away satisfied and pleased with their end result.

From the owner: NAI CIR clients gain a distinct advantage in commercial real estate services. Whether real estate…read morerequirements are in one market or many, we help you understand the market and acquire, dispose of or manage your property. Our clients value our deep local knowledge and expertise delivered with complete professionalism. Our affiliations with NAI Global, Society of Industrial & Office Realtors (SIOR), Certified Commercial Investment Members (CCIM), Royal Institution of Chartered Surveyors (RICS) and Counselors of Real Estate (CRE) enables us to extend our services to companies and investors throughout the nation as well as internationally.

Bob and Alex were extremely knowledgeable, professional and welcoming. I recommend Langan Financial…read moreto everyone.

From the owner: Langan Financial Group is a local financial planning firm located outside of Harrisburg, Pa in Camp…read moreHill. Our financial advisors provide services to - individuals - businesses - government entities - non-profits We provide the following services: - investments - retirement planning - wealth management - insurance - executive compensation - college planning - estate planning - portfolio mgmt - institutional investing and more.

Here are the people to go to for expert advice on taxes, retirement planning, business or personal…read morefinance. Dwayne Keller is a longtime friend of mine, but he was my tax advisor first. This guy has saved me SO MUCH MONEY and he is the most cheerful, upbeat, friendly, lucid bean counter you will ever meet. I get nothing if you call him except the satisfaction that I have given back to him a fraction of the value he has given me over the last 25 years, and the knowledge that you will benefit from my experience. Go for it!

A great "hometown" local bank with friendly, local service - was here today and as bank's go, I…read morecan't complain.

I spoke to Teri Edwards on the phone and she was the most helpful agent that has helped me yet. She…read morepatiently answered all of my questions, because I am VERY unfamiliar with insurance policies, and they were all answered just in the way I wanted. Maybe I'm only 5-staring Teri, but if all of their agents are as helpful as her, then you're in good hands!

My two sisters and I wholeheartedly recommend using Stone and Edwards Insurance Agency in Camp…read moreHill, PA, for any and all of your personal insurance needs. This past fall, my sisters and I needed to move our parents into a retirement community and sell the family home. There was so much going on and so much to do to help my parents in their huge transition after 51 years in one home. Terri and her staff were absolutely wonderful helping me with the insurance pieces of the move. They were all professional, responsive, detail oriented when I needed it, yet compassionate, kind and so very helpful. Thank you, Terri, and thank you to your entire staff. You are the best. S. Kovach