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“I made an appointment to with this team after trying to navigate my taxes on my own, post divorce. They were very helpful in helping file my personal taxes for this year and correct issues from the past two years. The team was very professional and explained each step. I will definitely be returning next year.”
“I met with Cait and she was very professional and easy to talk to! She was more than willing to answer any questions or concerns I had. She has really helped me out with my 401k and really given me peace of mind. Thank you Cait!”
“Lyn helped me navigate a nightmare of a tax issue with the PA Department of Revenue. So many administrative hoops to jump through but she helped get through to the end. I cannot thank her enough!!”
“Capital MD services has done my taxes for over 5 years, Mr Weaver and staff are very knowledgeable and efficient about new tax laws, deductions ect. I recommend Capital MD for all your tax and bookkeeping needs.”
“Taylor has been a great investment advisor and I highly recommend working with him. My husband and I were previously with an advisor who only cared about the money that we had invested with the firm rather than our overall financial picture. Taylor has helped us holistically set ourselves up for success and is quick to answer any questions and provide sound guidance.As WA residents with some quirky laws, Taylor learned the state specifics quickly and provided guidance. We finally feel like real adults who have made it and aren't just throwing money at retirement accounts.”
“About ten years ago I decided to buy a house at the shore as an investment, utilizing my IRA funds in part. I had great difficulty finding an accountant who understood how this needed to be accomplished. One of my real estate contacts recommended Steve, and when I called to explain what I wanted to do, I knew I had found the right accountant. Not only did he understand, but he gave me suggestions on how to make the whole process less cumbersome. I have been with him since that time and am still so grateful for his expertise, professionalism, and probably most importantly, his patience with those of us who are more challenged in this area. I highly recommend Stephen Venuti. He is one of the best.”
“Sheryl Thank You so much for helping me open up an account she was extremely flexible and super friendly worked with me to open it up around my break time am so excited to start banking with TruMark THANK YOU”
“First engaged Campisi & Campisi when expatriate employment put me into a precarious tax dilemma. Their expertise quickly rectified the situation. For over two decades, they have consistently delivered stellar results for my personal and business taxes. I highly recommend them!”
“Ken Booth of Black River Financial Services greatly helped me out in terms of small business work (financial planning and business consulting). I first came to him about tax preparation for my small business. But I found out he does way more! Now I feel like I can have one person who helps me with taxes, planning, retirement planning and even insurance work! This was truly a find! I recommend him!”
“I stopped in this branch when visiting Philadelphia recently and the staff was phenomenal! So friendly with a tremendous amount of experience and knowledge. Chuck, these employees are outstanding "assets" to your firm!”
“I've been, very happily, using this bank (at the Blue Bell location) since they started off in a trailer, while waiting for the new Plaza (Centre Square Commons) to be built/completed. Every staff member, from top to bottom (on-site manager to teller) has been MORE than accommodating, helpful and makes you feel like you're a member of their own family; the "Small Town U.S.A. feeling of which I'm fortunate to have living in this area. I'd recommend this bank, and definitely the Branch in Blue Bell, to anyone & everyone!”
“I have been a client of Long Financial Group for 11 years. EJ and his staff take care of my very complex finances in a flawless manor. His fees are competitive and the value of service per dollar is exceptional. I would never even think of taking my financial business anywhere else.”
“Kevin is a very professional and helpful CPA. He helped me with Philadelphia BIRT and NPT for rental income and freelance work after another CPA filed incorrectly.”
8:30AM - 5:30PM
492 Norristown Rd #160, Blue Bell
Financial Advising
8:30AM - 5PM
1735 Market St, Philadelphia
Financial Advising
“This is not a bank, folks. So don’t expect cash transactions. Sheesh. I visit this office at least once a month to deposit money using CHECKS. Transactions are always handled quickly and accurately.I have several accounts. My advisor at this particular office has always taken the time to explain various options to me and complete purchases quickly. If you are upset about losing money, perhaps you should consider lower risk investments.”
10AM - 10PM
570 Larchwood Ave, Upper Darby
Financial Advising
“I waited on hold for a bit. However, that didn't matter once I got to a representative. I spoke with Michael Kennedy and he was by FAR one of the best customer service reps. I have spoken to in a long time. He was professional and friendly at the same time. i wish more were like him. Thank you!”
“After looking into several advisor platforms, I appreciate TIAA's personalized service with a dedicated financial advisors, as well as very low fees on their funds, which have performed well historically.”
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“I was referred by my realtor and Jarde did not disappoint. From the time we did our first consultation, this company has been very prompt with appointments, sending reminders and answering all of my tax questions before starting service. Once I’ve submitted my tax paperwork, it was prepared in under a week for review. I cannot thank In the Movement enough for your help! I will be a returning customer”