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!

After moving back to PA over four years ago I finally made the switch to a local accountant and I…read moreshould have done it YEARS AGO. Steven was instrumental in setting up my S-Corp. He made the process easy and affordable. He is extremely good in explaining tax code that applies to my family in ways I can understand. I highly value his quick response time. You can tell right from the start of your conversation that his decades of experience will benefit you financially.

From the owner: We are a Certified Public Accounting firm providing quality tax, accounting and bookkeeping…read moreservices in the Delaware Valley since 1979. There is no business or individual too small for us to service. Monthly, quarterly and annual service available. Member American Institute of CPAs (AICPA) and PA Society of Tax and Accounting Professionals (PSTAP)

Brinker Financial has moved to 2727 West Chester Pike…read more Broomall, Pa. 19008 610-446-3500 I was referred to Brinker Financial by my Aunt many years ago and didn't realize at that time how many friends also have their investments through them. I trust Joe wholly. He gets to know the client's lifestyle and goals and shows the ways to achieve them. When it was time for me to retire we went over my funds and bucket list which was travel. He showed me how I could accomplish my dream with the best advice to travel while I still had my health. Whenever I need to make a large financial investment I call upon him for his suggestion/approval. He's proved time and time again he has my back. If anyone is looking for a firm who has experience, integrity, advise with a personal touch I recommend Brinker Financial.

From the owner: ~individual portfolio management ~advisory services ~estate planning ~tax planning ~gifting…read morestrategies ~education planning

After 17 years with this company I had did not see any growth in my investments. I only got what I…read moreput in. I did some research and it appears that my investment were high fee. Lincoln made it very difficult to withdraw my funds. I am surprised that is even permitted.

I have been using Trinity Wealth Management headed by J. Charles Mann for over nine years. Trinity…read moreWealth Management style is a customized plan to match your particular needs and risk level. He carefully reviews your assets, plans, and goals. I have used Charles Schwab and Merrill Lynch before and felt their priority was their own self-interest and not the client. I have never felt that way with Trinity Wealth Management. Their team of experienced professionals guide you through the process so you are comfortable with their strategy and the plan fits your goals. You have timely personal in office reviews and robust online tools so you can monitor progress and your objectives. So if you are tired of being an unappreciated client, or need a professional review, or want a local firm that will care about you, Trinity Wealth Management is the firm for you. You will be very pleased with their approach of developing and implementing wealth management strategies and creating a unique vision for you. You can feel confident and secure your financial goals are being monitored so you can pursue the areas of your life that bring meaning and purpose. I have no hesitations about giving them a full recommendation and I'm confident your experience will be a positive one. Please give them a call for a free consultation. Bruce Bittenbender

From the owner: At Trinity Wealth Management, our goal is for you to have financial contentment, allowing you to…read morepursue the areas of your life that bring meaning and purpose. We help our clients obtain it through comprehensive guidance, innovative strategies and extraordinary service.

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

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!

the entire staff is pleasant, patient, kind and knowledgeable!…read moreAlison and her team have shown me outstanding support and respect. this is a 5 star organization. I would encourage anyone [and have) to seek out their counsel.

Another year has gone by with Dan White and even though CD rates are up around 5% again, my fixed…read morerate is still 2.65%. Be careful, my first rate was for one year only and then went down (I was told because the rates went down) Now after rates have been up for 2 years, my rate has not risen. I got a call about my first rating and they asked what they could do to fix it, I said raise my rate - heck if they invest my money in CDs, they will make 5%, so pay me 4%. I understand the caps on market wins (because they make sure you don't lose money) but with fixed income, it should be close to market rate (especially since it resets every year.

I've been working with Capital MD for years. Mr. Weaver and…read morehis team get things done quick and efficient. Always available for questions, very knowledgeable about their services. I recommend Capital MD, if you want your taxes and book keeping ect.. done right hit up Capital MD.

Such an amazing experience. location easy to find. willing to travel to you and the price was not…read morebad at all!!

By far the best experience working with a financial advisor. Honest, one step ahead and overall…read moregreat communication. Highly recommend.