Not only do I want my financial advisor to be an expert with a solid track record, both…read morequantitatively and qualitatively, I want them to be ethical and to have good communication. Ethics is what one ought to do and ethos is what one actually does. When an organization has a  mission statement and values but does not actually live it out, their ethics and ethos are not aligned and cognitive dissonance can occur leading to bad decision making (i.e. Enron, Bernie Madoff, etc.). Communication can be described as the process of "message sent, message received, message understood." Dianne Denison checks the boxes in all of these areas. Not only does she practice what she preaches, but she also makes sure she understands your goals and aspirations and adjusts your financial planning accordingly. In a world where anything can happen, I feel a little bit better knowing that people like Dianne Denison are in my corner.

More stars are needed.I was introduced to Dave Serfass over 20 years ago. He is honest,caring ,and…read morealways made me feel comfortable dealing with investment and tax issues He will take his time with you and when you are in his office you are the most important person he is working with at that tine. He treats ALL with kindness and respect Sincerely, E Gail Duddy

I've used Serfass & Serfass for over 15 years and I wouldn't go anywhere else. I have complete…read morefaith in their services, guidance and support. Dee is amazing!

If it is family values. integrity, honesty, privacy, caring, excellent service, and most of all…read moregreat financial planning, you are looking at the best in the valley...

From the owner: A Better Way Financial is dedicated to helping clients and their families succeed in planning their…read moreideal retirement. With over 35 years of experience, our goal is to help you with the growth and control of the money you worked so hard for. As independent, fiduciary financial planners, we focus on creating personally tailored retirement plans that are always in your best interest.

Working with Kevin was amazing last year! Kevin was very informative and answered my flurry of…read morequestions that I had since we had our initial call. Kevin didn't come off as impatient or incompetent as the CPA's I called before finding him. I respected and appreciated that if Kevin didn't know something off-hand he followed up promptly and thoroughly with explanations that are digestible. He's responsive, straightforward, and collaborative so it was a breeze to do my taxes with him. I look forward to working with Kevin for years to come and I like that I'm comfortable enough to refer him to people in my network.

I was a new client for Kevin this Tax Year. Coming from California, he was extremely knowledgeable…read moreabout other State Tax Laws and answered any questions that I had for him. Very responsive and extremely reasonable on what he quotes you as far as price point.

Jerry works beyond what is expected. He is quite knowledgeable, helpful and very concerned for all…read morehis clients. The rating system doesn't go high enough to do him justice!

Professional, reliable and helpful. The VN team has managed our investments in accordance with our…read moregoals (sustainable growth and moderate risk tolerance) for several years. Tom and his team take the time to understand your situation and develop a financial plan that helps you achieve your goals. We have monthly phone calls to review our accounts and discuss any changes, either in our situation or in the financial situation. We also have a annual meeting during which we take a deeper review. We would strongly recommend Valley National to anyone

Horrible, rude, abrasive. My father had nearly 1M in investments with Valley National when he…read morepassed away. As a beneficiary, I called twice to get some information. I spoke to Donna both times, and both times she treated me like garbage, refusing questions with outright hostility. She could of asked me to come in for an appointment, or offered to have Tom Riddle call me back if she couldn't give or didn't know something; neither were suggested. Nasty and unhelpful, operating like this, how ever do they get or keep clients?

Needed a document notarized, searched "notary near me " first business that was listed in the…read moresearch was Smart Cents. Went to their location, they DO NOT offer notary services even though their website says they do!

Great service, reasonable fees, and it was quick and convenient. Highly recommend.read more

Poor communication and did not close loan on time. Did not process loan until week of closing…read more Delayed purchase. Shane offered no communication. Only texts. No phone calls or emails or communication with title company. Horrible experience

From the owner: Locals Helping Locals…read more We are a local company doing business in our back yard. We specalize in FHA, USDA, and VA purchase and refinance. We are brokers AND bankers! This means we have the ability to get you the very best rate and program that fits your needs. Call us today to see the Allied difference 610-433-8180 x 12 www.MyAllied.net