A fantastic group of people who work here. The owner William Parker is very thorough and takes his…read moretime explaining what he does and why. Highly recommend this group for all financial planning needs!

I have been investing through GrandView Asset Management now for several years and am very happy…read morewith the results. The personal interest and care that this company shows for its clients is impressive, and the results have been great! I would highly recommend this company to anyone. They are great at focusing my investments to my individual needs. They know what there are doing, and I am benefiting from the results.

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!

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.

Charney Investment Group has been helping our family make wise investments for many years. Their…read moreteam is great to work with and always take the time to answer my questions.

From the owner: With over 20 years of experience, we offer wholistic, personally-tailored investment and financial…read moreplanning strategies to individuals who want to grow their wealth and secure their financial future. Your future is a destination; let us take you there.

Mike has a talent for listening to what you are concerned about and highlights your priorities in…read moreevery meeting. This shows he is passionate about his job. The review helps you understand exactly where your money is moving starting from your paycheck, individual spendings, current stock options, retirement, loans, healthcare care plan options your company provides, insurance options, and that's not the end of it. If you are looking for stable long term growth there is plan for it and this has helped a lot. If you have a question it will be answered.