Please look at a legit accounting firm. We were giving completely wrong information. We paid for…read moreservices that were not even completed. We owed fees at the end of the year due to bad advice and services.

Mr. Siegel filed both our personal and company taxes this year and did a great job. During the…read moreinitial consultation, he took the time to understand our situation and explained the process clearly. He responded to my questions promptly through email, which I truly appreciated. The entire process was smooth and easy. We will definitely continue working with him in the future. I highly recommend his services.

Having been a client of Greg's for several years I can highly recommend his personalized and…read moreskilled services which have enabled me to live my retirement lifestyle without financial worry. One of the things that I especially appreciate is the ease with which I can contact him with any concerns or financial needs and his ability to communicate efficiently and clearly and take appropriate action as requested.

Greg Miller is a top notch Financial Advisor who helps invest and grow your money like it were his…read more Greg looked over my dad's estate for many years and about two ago has begun overseeing my estate. The investments that he has made on my behalf have seen very nice return. I like Greg's sound conservative approach to investing which will help with my retirement in the next 5 + years. I would highly recommend anyone to work with Greg and his staff.

Shay Port is SUPERB AT WHAT SHE DOES - she takes goofy tax returns like mine and actually makes…read moresense out of them! :-) VERY happy to trust her and work with her with ALL of my financial issues. HIGHLY RECOMMENDED!

Shay Port's Financial Wellness seminar literally changed my life. Before, I was up to my eyeballs…read morein debt and feeling like my finances were completely out of control. Shay helped me figure out what to pay off first and helped me organize a daily/monthly/yearly budget. She also taught me how to save, and most importantly, how to approach my finances in a calm and sensible way. She is an engaging, supportive instructor with a great attitude and sense of humor. Her workshop was as fun as it was informative. I highly recommend it to anyone and everyone. No matter where you're at with your finances, they can always be improved upon. Shay will help you make that happen!"

The group at Carson Wealth has been perfectly professional in all of my interactions with them. I…read morehave personal experience with Neal McGrath, John McGowan and John Graves. All of them are smart people with the knowledge and experience to guide me through my retirement years with financial planning, investment ideas, account setup, estate planning, record keeping and the reassurance that my wife and I will be OK come what may. Additionally, they will periodically hold gatherings around a particular financial or health related topic where there is an opportunity to socialize with other clients and mingle with the other members of the Carson Wealth team. If you are considering Carson Wealth to manage your finances I cannot imagine you could do better.

From the owner: We’re part of a nationally ranked firm (Barron’s 12th Ranked RIA in the country) with a local…read morepresence in Pittsburgh, led by a Forbes Best-In-State wealth advisor, Neal McGrath. For over 25 years, our financial advisors in Pittsburgh and surrounding areas have been a resource for our clients in all financial decisions. With a focus and commitment to proactive tax planning and estate integration, we utilize sophisticated investment strategies coupled with our deep knowledge and team of CPAs, CFP s, JDs and other professionals to guide you toward the financial decisions appropriate for your unique goals.

Excellent service for last 10+years. Easy to understand and easy process. Up to date on all tax…read moreinformation. Has made retirement much easier!

This is my second review. I would not recommend Jim Lange and associates for any retirement or tax…read morepreparation issues. My 2020 taxes are still not resolved as one of his associates did not file my taxes for years and this was brought to Jim's attention on multiple occasions. I now have a tax bill of over $20,000 due to fines and penalties associated with his inaction and negligence. I have been trying to get this resolved for years and once again, his company is in no contact with me. Poor customer service, bullying, negligence, and loss of money is all that a consumer will get with Jim Lange.

Matt and Kim are like family to us. It's the little gestures, the proactive calls, the remembering…read moreall the little details about our lives...we wouldn't be where we are without you and Edward Jones!

From the owner: Edward Jones is a financial services firm headquartered in Des Peres, Missouri, and serves…read moreinvestment clients in the U.S. and Canada, through its branch network of more than 14,000 locations and currently have relationships with nearly 7 million clients and $1 trillion asset under management worldwide.The firm focuses solely on individual investors and small-business owners.

Recently had the opportunity to reevaluate my financial situation with the guidance of Doug Raible…read more I appreciate his patience while reviewing our situation and explaining options. I look forward to working with Doug going forward.

From the owner: We specialize in working with retirement clients, and business owners nationwide. Our primary…read moreoffice locations are Pittsburgh, PA and St. Petersburg, FL. Our team of fiduciary wealth advisors can assist with personalized investment management, retirement planning, 401k rollovers, and financial planning services. We focus on lower client fees, providing superior client service, and strategic wealth management solutions for individuals and families around the country.

Chris is fantastic. He perfectly planned my retirement at my budget. He was clear, concise, and…read morereally helped me grasped the trickery of mutual funds. We created the perfect team with offensive and defensive strategies. I would highly recommend him to anyone that even has questions. He'll lead the way!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.