Awesome customer service. John, Bill & entire staff are very pleasant and professional. Beautiful…read moreoffice in a centrally located area.

Knowledge and their professional skills and they go to any lengths to make my visits and your visit…read moreeasy. You also will will feel right at home when you walk in thank you so much for all the support from everyone in the office keep up the great work

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!

An Independent Raymond James office…read more No two people are alike, so why should their financial plans be ? We had a retirement specialist come in and talk to our whole office.. Since 1962 2400 locations 5300 financial advisers I'm googleing while he's talking ;]

Had two accounts with Bob at RJ in Moorestown for 3 plus years.Fees for trading are outrageous does…read moreresearch with Yahoo Finance has his daughter answering the phone. I called twice to make a trade and she forgot to give dad the message his response was " kid will be kids" and had an attitude that had me back to TD Ameritrade. It has been months but it still tics me off!

Ed and his team are amazing! Had issues with our previous accountant and Ed cleaned up their mess!…read moreThey are very helpful, answered my questions in a timely manner, was easy to schedule an appointment, and are very knowledgeable. Highly recommended.

I rarely write reviews, but Edward E. Newman, CPA, LLC absolutely deserves the praise. From the…read moremoment I finally decided it was time to change accounting firms and met Ed, I knew this was the right move. I run a small business with a lot of moving parts, working in several states, and Ed and his team are key to keeping our finances clean, compliant, and on point. Their help with taxes, financial guidance, and payroll services, is second to none. Gone are the days of getting a call on April 14th saying we owe the IRS "XYZ." They explain things clearly, respond quickly to emails, and treat me as an asset to their business. The value is outstanding. If you need an accounting firm that combines expertise with genuine care, this is the real deal!