I called in early September to discuss working with Broadbent Insurance (I had 7 policies with…read moreLiberty Mutual). After not having heard from them for weeks, I called and was told that the person assigned my job had a family emergency and that another guy was taking over. I emailed him all my LM policies, said I hoped the other person was OK, and....never heard back. I called about once per week and was usually told he was on the phone. One time I was told he'd email me some quotes (never came). On like the 10th time I called, they put me through to him and he basically told me there was nothing they could do. Meanwhile---an online broker managed to save me $700 on one policy alone. I continue my search.....

I have had my insurance with Lisa for years and I have always been treated like family since day…read moreone. She is honest and will work endlessly to bring you a sense satisfaction. Her staff are always so upbeat and helpful. I highly recommend giving Broadbent Insurance a call.

My family has been using JMC since I was a kid. I've been using them since I came of age and am…read morevery happy with results. I have also invested in a couple of annuities and will enjoy income into my 90's with very little risk. I have referred friends and family with no complaints. With regard to H&R, I tried contacting them to get my taxes done at the time and I couldn't even get a call back so that's a non-issue for me. I trust Joe Sr and Joe Jr with my life savings and look forward to happy, secure retirement.

Before giving any money to Joseph M. Cucinotta, Do Your Own Due Diligence!…read more 09/17/2021 FINRA Broker check disclosures Joseph M. Cucinotta CRD#4321614 and Joseph M. Cucinotta Jr. CRD#3272604 Were Discharged by Woodbury Financial Services, INC. 09/17/2021. Allegations: The financial professional electronically signed multiple applications submitted to Allianz Life fixed index annuities, which clients did not authorize. This was a violation of the firm's policies and procedures. 04/11/2020 Joe Jr told me the arrangement made with H & R Block allowed them to continue doing taxes for previous investment clients. I was quite surprised to receive this email April 11, 2020 from JR with my tax return. "Lastly, please make sure that you do not advertise that I have prepared your return, nor should you tell anyone calling you from H&R Block that I have done this for you. All that you need to tell H&R should they contact you is that you will not be using their service as you had the return prepared already. They do not need to know by whom" 05/13/08 Joseph M. Cucinotta of Philadelphia, Philadelphia County, was ordered to pay a civil penalty of $2000.00, because he violated the act in he held himself out as or otherwise used the title or designation "public accountant" to indicate he was a public accountant when he was not registered or licensed by the board as a public accountant. Pa.gov April through July-Pennsylvania Department of State Mike M. Phoenixville, PA 03/29/2023

We had the same problem as Edward B. (review of 4/4/19). Our insurer (Transamerica) automatically…read morerenewed a 10 year term life insurance policy at a steeply increased premium. This is not the way it should work. It should be the insured's option to continue the policy after the policy expires, not to be obligated to catch it and cancel a term policy. Fortunately, we caught it after one increased premium debited to our checking account, but it was frustrating and time consuming to try to correct this mistake online or on the phone with Transamerica's corporate office. Then I called Mr. Smalls from Estate Planning of Delaware Valley, figuring the local agent would know how to get an appropriate response from the corporate office. He jumped right on it and called me the next day to tell me our refund was on its way. The problem here is with the particular insurer's business practice, not its agent, Mr. Smalls, who was very ready to be as helpful as possible. Mr. Smalls was very professional with me.

Lester Smalls Jr.an agent at Estate Planning of Delaware Valley Inc failed to act in a prudent…read moreprofessional manner. He apparently does not listen and is only concerned with his financial well being. We had several conversations with Mr Smalls to end our current policy at term expiration of 10 years on 9/30/18. The premiums were due to jump 7+ to 10+ times. Unless one was terminally ill and uninsurable or not in a solid mental state no one would continue with policy. As a supposed professional it was Mr Smalls OBLIGATION to provide us with the necessary documentation to properly terminate which he FAILED to do. As we had preauthorized withdrawals versus being billed monthly by Transamerica the funds continued to be siphoned from our account which we did not catch for 4 months. The agent screwed up but tried blaming a novice policyholder. How are we supposed to know what documentation required-Mr Smalls do you not hold yourself as a professional? This agent leaves very much to be desired. A total disgrace!!!! Avoid Avoid Avoid!!!!

Today we met with Amy through an excellent referral, and what a blessing she was to us. Our first…read moremeeting was more of a conversation with a friend who only wanted to see how she could help us. I can't wait to thank Bridget who referred us to Amy, we hope to refer people also. The office is beautiful, the atmosphere is awesome, just perfect to accomplish your mortgage goals. I highly recommend Delaware Financial Capital Corp. for any mortgage needs. Imagine working with a friend who you can trust your clients and family to be cared for.

My husband and I were first time home buyers, so the process was a little overwhelming to say the…read moreleast. Anthony and Amy's team were amazing. Not only did they find an incredible mortgage rate for us, they answered all of our many questions and provided me with different scenarios of their UW breakout. This may not be important for buyers to have, but they provided it whenever asked and very promptly. It was their customer service that won us over other Insurance Bankers who I noticed did not do the same. In addition, they have an efficient process in place. This made our home buying experience effortless. I would highly recommend them.

I just bought car insurance from Mr. Ninerell. He did a top job explaining the remarkably…read morecomplicated system, answered all my questions, and put together a package that I believe suits my needs. It can be a lot of work to sign up a customer for car insurance-- a couple of phone discussions before the sale, an hour+ of face-to-face work filling out forms, plus a little follow-up support. The other agencies I'd called all had problems. Agents who didn't know what they were doing. Quoting prices before even asking me what my needs were. Insisting that they needed my "Social" before they could give a quote. Automatically assuming I wanted the cheapest policy. It's a tough job to do properly, tough for both customer and agent. Note that most of agents' time and effort goes into selling the policy and getting the initial choices made and paperwork done. They don't earn a lot considering how much they have to do. But subsequent annual renewals --ah!-- require just a quick Hello-How-are-you phone call. That's when their initial investment in you the customer pays off. Mr. Ninerell's current location is 15 Bala Ave.

Second year Cynthia has done my mother's taxes. Absolutely a perfect experience. Sold mom's home…read morelast year and unfortunately she passed recently. I contacted Cynthia and she walked me through the process to file mom's final taxes this year. She responds quickly, YES even during tax season and makes things easy. HIGHLY recommend her.

Only way to get good service is by being WHITE!!!! I've been waiting all year for my taxes to be…read morefiled. It took for me to tell them to just send my paperwork back before they decided to file it. I've told them numerous times that I was homeless. Instead of them explaining that something needed to be done differently they pushed my paperwork off to the side ignore all phone calls never called back never returned any emails and every time I did try to reach out to someone it was always a message that they were on vacation or out of the country or office. There was always something. I would email Cynthia but get a reply from Marie stating they weren't in the office. Or I'd call and get the voicemail and no one would return my call. They would copy and paste the same email rather than call and explain exactly what they wanted or needed. I would send something and no reply. Or a reply of it being something they already had. I just want the same service the WHITE PEOPLE get!!!! If I received the same service then why I never get a call back? Why did it take for me to tell you to send me my paperwork and I'll have someone else do it in order for you to get something done? And now you want me to pay? For what? What did you do? You didn't answer any of my questions you didnt work with me for me to better understand what you needed or what you were doing. So what am I paying for? For being mistreated? For not receiving the services that you told me I would receive? Make it make sense. I send a email on 09/29/25 and don't hear back from them until today. No phone call or anything. Just an email stating my return is done and I needed to pay. In the photo is my message to them two weeks ago. And then their reply to me today. And on top of it all it's a bunch of different emails from different people.

I have been a State Farm automobile and HO policy holder for 3 years. I deal with the Tara…read moreMcDonald Agency and have the deepest respect for Tara and with the individuals working in the agency. I found them to be professional, courteous, knowledgeable, kind and refreshing. All have taken an interest in my needs and finding the right policies to suit my needs, explaining the coverage on the policies in layman's terms. I am better informed, have confidence and can rely on them. My insurance costs are lower than with my previous carrier. Always positive in their willingness to help either by phone or in person office visits. Awesome!! Cherry & Paul

Words can't describe how superior the service is at this office. I've been a customer for many…read moreyears with State Farm, but I'm extremely happy with Sam's knowledge and willingness to ensure that I get the service that suits my needs.

I would consider other accounting firms before selecting this one. They are very expensive compared…read moreto other Firms performing the same work. The Principals are very poor communicators (they rarely answer eMails or take forever before they do) and they rely too much on lower level clerks to prepare Tax Returns and on Tax Prep Software ( I think they use Quick Books) and no time on "Human" review of Tax returns. Nothing wrong with Quick Books but how can they justify hours of Billed time for entering numbers in their computer program? I never get any questions about my returns, only large invoices and lots of money due to the IRS. I never seem to get any refunds, only large amounts of Tax Due. I follow their Tax Advice and still have to pay in large sums every year. Look at other Accounting Firms before choosing this one as a last resort.

Tim,Tom and the whole team have been a great resource for our company! They guide us through…read morecomplex tax issues and are right by our side when we need to make strategic business decisions.