Great customer service in branch! Danielle branch manager goes above and beyond to help!read more

walked right in, was able to get a new card and was greeted with friendly and attentive staffread more

Tom and I have been clients of Franklin for the past 6+ years. Changing investment firms was a…read moredecision that we took great care and time in researching. We have concluded that this was the BEST decision we ever made regarding who best to watch over our investments. The Franklin team has become like family...they are smart, knowledgeable and always willing to help in any way. They see us as "Tom and Geri" and give advice based on knowing who we are and what risks we are willing to take. We are not lumped into "you fit this profile like many other clients" philosophy in giving investment advice. So if you are looking for an incredibly knowledgeable and caring group of people to manage your investments, you cannot go wrong with Franklin Retirement Solutions! They truly are the best!!

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!

I reached out to Fred with a question on individual income taxes. I am not currently a client of…read moreFred (I do my own taxes), but he was kind enough to respond to me promptly and answer my questions. His grasp of the tax code and current tax laws was excellent; he was also very gracious with his time. It would have been very easy for him to say that he needed to bill me for his time and expertise, but he did not do so. I would highly recommend Fred and his team to anyone in need to tax help / preparation. Brian

Frank called to speak to me personally and was very nice and quite helpful. Will be meeting with…read morethem soon.

I would give them a zero if possible. After 25 years at a company which was managed by Merrill…read moreLynch and I asked to have my life saving rolled over to and IRA. They insisted that is HAD to be mailed even though Merrill was managing the IRA. Their customer service was horrific...! I live in the city of Chicago and the mail system is unreliable at best. I was uneasy about having my life savings get thrown over the side of a bridge, which is know to happen. After much pressing they offered to us UPS. I requested to have a signature upon delivery, which I figured would be common given the amount of money. My customer service person said she could not request that service but had no problem charging me for the UPS delivery. She told me it was my responsibility to contact UPS when I get the email confirming delivery. When I contacted UPS they said the person who set up the delivery was responsible for setting up the type of service. So, UPS could not change it to a signature. In the end UPS made it happen after talking to a great customer service person at UPS. No thanks to Ascensus. AVOID ASCENSUS LIKE THE PLAGUE. WORST EVER....!

The app never works. Always shuts right back down when you click it. /////////////////read more

I needed help with an amended tax return. I used yelp to reach out to several local tax…read moreprofessionals. Marvin was the first to get back to me and helped me resolve all my questions. Thank you!!

I hired Marvin Smith on 3/26/18 to do my 2017 tax return and I must say, Marvin was very…read moreprofessional. He asked a lot of the right questions upfront and this streamlined the process and the turnaround time was very quick. When I received my paperwork, they were professionally packaged and organized. I will definatly use his service next year.

They have managed our retirement accounts for over 10 years. We are extremely satisfied with them.read more

Hi, I spoke to Shawn…read moreafter being in the audience for Jeff's presentation in Cranbury. Jeff's informational session was fantastic! When I had a follow-up call with Shawn, he explained a few different guidelines when it comes to retirement strategies and was truly informative and helpful. Shawn understood that many of us do not have large investments yet, perhaps we still have a decade until retirement. He also explained HSa's to me and provided me with valuable resources.I would highly recommend Thrive Services to NJ communities. Thank you Shawn, Jeff and Team!

Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

From the owner: We Invest in Your Happiness. Contact us for a free consultation. read more