Walter is quick to respond and is wonderful about explaining issues and even communicating with our…read moremortgage company regarding coverages and issues. We have been so pleased with the service provided by Wealth Financial Services.

I recently contacted Wealth Financial Services regarding my policy. Walter was very helpful, and…read morevery responsive. He was able to send the documents I requested almost immediately. I would highly recommend!

I have ALWAYS had a good experience with Andrea. She is amazing and very helpful. I am someone who…read moreshies away from money and numbers and she helped me minimize my fear and made understanding them very easy. I usually dont get anything back when doing taxes so I didn't expect anything this year, but she made (legal) miracles! She also did my business taxes and was very patient with me despite my not having uploaded my paperwork. (you can upload your paperwork!! H&R whatever doesn't do that!). She is open all year AND created an Exel sheet to help me calculate my. quarterly taxes! If that isn't a reason to go then I don't know what is!

Great experience with D&P Financial. Andrea is very knowledgeable regarding finance and IRS…read morerequirements. This is my 3rd year working with D&P and I am still amazed with their expertise and professionalism. Highly Recommended!

I just had my first call and client meeting with Joe after filling out all my information. I feel…read morelike the questionnaires that he sent me made me think about my values and goals more than I have ever before. I have been contributing for retirement through my work. Putting a big percentage of my salary away each paycheck and felt good about it. This was the first time I had a really long and meaningful conversation about why I am putting it away and how I want to use it to do good while I am investing and how to plan for the future. He was so patient and not judgmental, even though I am extremely risk adverse I wanted him to make my investments aggressive and just not talk to me about the risk. He didn't bat an eye at that kind of non-sense. This is a safe place- and honestly, I didn't know I would l have so many feelings. I am finally getting what I want and feeling heard. I didn't know that a financial advisor could be like a therapist. I am so impressed with him and proud of myself after this.

From the owner: Green works with smart people who are concerned about the climate. The weather is bad; your…read moreinvestments don't have to be.

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!

ive come to DBW for years and will continue to. great service and support from a great company.read more

I was nervous at first because of everything being outrageously high and this was my first time…read moregoing to a private owner versus Hrblock or TurboTax. However it was less stressful doing it on my own and everything was extremely simple and to top it off each individual I talked to was extremely nice and professional. So yes, I will be going back!!!

Extremely thorough and very helpful with my taxes. They reviewed my previous year's taxes for any…read morediscrepancies.

First let me start by saying that I've been in business for over 15 years and this is the first…read moretime while doing my business taxes that i didn't have the feeling of doom or that unwavering overwhelming feeling of anxiety. Now going in I did because I found this place by a google search. I was reading reviews all day and people can be non understanding to a lot of things in business so i take everything good and bad with a grain of salt. but bayyyybeeee THIS IS YOUR PLACE TO GO!!! Not only good for tax preparation, this is the ultimate business for all financial services, Suzette and Bret were both amazing!! They were very informative and I learned a lot from my sessions. I will definitely be continuing to give them my business. i don't even write reviews, but here I am because maybe you're like me looking for the right place. THIS IS IT!

This is a wonderful place to invest money. Agent is Theresa Weidmann. I trust this woman…read morecompletely!!! She explains everything to me again and again. I am LD when it comes to investments!!!! She has also made a LOT of money for a friend!!!!! Honest to a fault and very knowledgeable. Will keep your funds SAFE and earn you MORE MONEY!!!!!! THIS IS WHERE YOU WANT TO PUT YOUR MONEY AND WHO YOU WANT TO USE!!!!!!!!

I needed an important document notarized yesterday, Went to this TD bank branch for help. Staff…read morewere extremely helpful & got my document notarized. Thanks very much to Sean Carroll and the very helpful staff at this TD Bank branch. I highly recommend them for any banking services!

Paul Marino, the manager, is honest and forthcoming. He cleaned between customers. Service is…read moreexcellent and staff explain well. They do COVID precautions very well and are open for all services but some need appointment so call first.