Amy Dobin, owner of Peace of Mind Paperwork Management, has done a superb job of helping me with my…read morefinancial life so I can spend less time on it. I prefer to work remotely using emails, Dropbox, and various banking institution Internet sites, and I want to continue to use Quicken as I always have. Amy has been very flexible, agreeing to work in this way (even though she normally visits her clients' homes to do their work.) Amy pays all my bills (or arranges for that to be done automatically from my bank), enters all my financial transactions into Quicken, solves various Quicken-related technical problems when they arise, reconciles my bank statements, and also helps me gather information for my accountant at tax time. Since she is a paperwork person, not just a money management person, I am also using Amy for various special projects, such as making donations online at year end, a "privacy" effort to keep my personal information off various websites, and efforts to get me off of mailing lists. Amy's skill in financial matters, her bachelors and masters degrees in computer science, her intelligence, her excellent communication skills, her previous work experience, and her creativity really show up during her work for me. One aspect of Amy's work which I particularly appreciate is her concern with security, and she often makes suggestions which are oriented towards making my financial data secure on the web and on various computers inside and outside my home. Amy is also very flexible in how I communicate with her -email, Dropbox, U.S. mail, phone, and visits to my home are all used when I need them. I highly recommend Amy, especially for anyone who wants to remain involved with their financial affairs but does not want to do the day to day work. Most money managers are oriented towards the older person who wants to give up complete control of their daily financial affairs to the manager. Amy can work that way, but is also very able to work with someone like myself who wants to remain involved. Amy is a true find - I wish all professionals were this competent, trustworthy, professional, flexible and reliable.

Buying a house is a stressful, burdensome process. There are tons of paperwork and lots of people…read moreinvolved, some who are not very pleasant to work with and only add stress to the process. Working with Diann was an exception - she was amazing. She was incredibly responsive, easy to work with and patient with us as first-time homebuyers. AND she secured us a fantastic rate. Diann has remained available and responsive - well after we closed on our house - as additional questions have come up; for example, when we decided to recently refinance. I would HIGHLY recommend Diann, she is fantastic!

We recently worked with Diann for our first home buying process and I cannot recommend her enough…read more She was patient and responsive throughout the entire process, ensuring we knew exactly the details of what was happening. Diann personally worked out a last minute problem with our mortgage and I cannot thank her enough! Would highly recommend her for any mortgage needs.

We called and made an appointment with James after a personal recommendation. He met once with us…read moreand took our information and ask about what we wanted to discuss/learn. We had a second meeting g where he presented our numbers back to us with areas of concerns and areas of strength. He takes time and answers questions and seems ask us questions to make sure we are understanding and on the same page. We are looking forward to learning more about how to handle our concerns in the next appointment.

While Jim is a nice guy he got me into the absolute worst annuity at nationwide. Four straight…read moreyears of that investment doing absolutely nothing. Account gets drained from my free withdrawals and quarterly payments nationwide takes. They are the only ones making money! Be warned because I made huge mistake with this advisor. don't make mistakes with hard earned pensions put into junk annuities. Look elsewhere!

I have been a customer of Jim for 20 plus years. He is always there to answer my questions and has…read morethe best rates.

Jim Barlick is a tremendous agent and State Farm is a great insurance company. Jim and his staff…read moreare very knowledgeable as well as very helpful. Great customer service. They respond promptly to your e-mails and/or phone calls. Highly recommend Jim and his staff for all your insurance needs.

My husband and I have been with Crash Proof Retirement (King of Prussia, PA) for over 6 years…read more.. Their in-person educational program is excellent, leaving no question unanswered, and you have a choice of yearly online, in-person or telecon meetings to examine the past year's performance and the next year's strategies. Office staff are very helpful... there are no dumb questions...and prior to our yearly meetings (online, in person or telcon), our investment counselor reviews each of our accounts and is prepared to make future recommendations for us to consider. Our money has increased just shy of 3 times the original investment... in spite of the required IRS yearly distributions (RMD). I recommend Crash Proof Retirement for anyone who is considering increasing their wealth during their earning years or at retirement.

I worked at Crash Proof Retirement and watched Phil Cannella helped a ton of people looking to…read moreretire. It was a wonderful item to witness when consumers would walk in the building and thank the entire staff on how they were saved during their retirement years.

I have the highest regard for "Secure Retirement Startegies". They are true fiduciaries whose…read moreconsultative approach will guide you to the best financial decisions for your retirement and your family's future. Michael Neft and Phil Lorenzon are very knowledgeable about all retirement strategies and can help you navigate the annuity landscape and all rider options. I met with them four times and asked a lot of questions while comparing several annuity plans. They tailored their recommendations around my and my spouse's specific environment and our desired lifestyle plans. They were readily available during this entire process and still are, well after we made our decision and contracted the appropriate annuity. Their multi-decade experience in financial matters and investing helps add depth to their recommendations. I consider them an ongoing financial resource. S.S.V.--Basking Ridge, N.J.

The name actually says it all! Myself and my Wife are Baby Boomers, that will be hanging up our…read moreworkboots soon. We both have State Pensions, Social Security down the road, and a small modest portfolio. We chose Secure Financial Strategies as our guys! The personal help, and suggestions they gave Tailor fit our needs for a very secure retirement. They looked at all our stuff, discussed a plan, provided tons of information, and then implemented. Honestly we are very happy with the whole process! I was a little nervous at first thinking we really just have a small amount to invest, and would we be treated as well as say someone with a lot more. Boy was I wrong! My go to guy Merrick Smith, has been right there, available anytime. Along with Mike Neft analyzing the market, we are set up for a real nice profitable cushion to enjoy our retirement years. Folks these guys are the real deal! So happy with our descison to go with this Company. I could keep going believe me! I suggest you give them a look, heck there is no pressure at all, they made that abundentaly clear. But I bet you will be pleasantly surprised when you see what they can do for your needs. These guys work for you! Kenny Keleher/ Flemington, NJ......Not sure why it says San Francisco!

I was with state farm for quite a while, but then I got switched to Mr. NeverThere. I have not…read moreheard from him a single time after making many attempts to talk to him in the past 2 years. One time I was able to get his secretary on the phone and she said Mr. NeverThere "wanted to talk to me about my plan" I told her that he can call me and we can chat. She said "No. You have to make an appointment with him. Then come to his office, he is too busy to talk to people on the phone"...so we never talked. As of two months ago he increased my monthly rate by $50 for no reason. He also sent me paperwork regarding how and why I should leave StateFarm if I don't agree to the price increase. When I contacted Statefarm directly they said he put in the price increase with no details and they too were very confused as to why he did that. I was told I needed to sort it out with Mr. NeverThere. So I canceled, and switched to Progressive and I pay less for better coverage. I been with Progressive for 2 months now. He just sent me a bill. Mr. NeverThere seems like a rare ghost type pokemon with high evade points. His main attack is *the avoid work shuffle*, his special attack is *random price increase* and on full moon nights he has a *lure to office* buff. I'll give him +1 start because every time I see his photo it makes me giggle, he looks like a pokemon.

A year ago moved to PA from out- of- state and was astonished that our former national insurance…read morecompany absolutely did not offer competitive pricing. Not only did State Farm Insurance offer the car and home insurance at $1000 less than Amica's bid, but our State Farm agent, Loren Lightfoot, was on top of every detail and the last minute revisions that were necessary. Truly have appreciated personalized service with top notch professionalism! Can't say enough for the consistent presence of State Farm, even checking in and more recently, offering car insurance rebates during CoVid.

Roffman Miller's employees are fiduciaries which is a plus in their industry…read more They give professional, personalized & friendly advice on investments & retirement planning. Whenever we call them for advice we get prompt responses. We have been with them for at least 20 years and highly recommend this wonderful wealth management firm.