Financial Advising near Eagleville, PA

“We have been working with the Kemp Harvest team since 1997. They have always been there to answer any and all of our financial questions. The interactions with the staff is alway friendly and prompt.We started with them to help us plan for college. They helped us build a plan to get through it with minimal impact and made it much easier than we thought it would be.Now we are planning our retirement and the advice and guidance received over the years is going to make it a very enjoyable change in our lives.Thank you for all you have done for us!”

“No matter what advisor you get, you will be educated and taken care of! The admin team is wonderful - super information, helpful, and kind. I think they offered a free consultation too at the beginning. everyone is so personable and i really liked meeting with an advisor in their office”

“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”

“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 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!”

“I know of Vanguard through a former employer of mine... a very well-known, well-reputed investment management firm based in Boston. And.... Vanguard was always spoken of, and considered, the best of the best. My employer provided retirement accounts for all of their employees (i.e., for me) and we were able to select the Vanguard funds where we wanted our retirement monies to be invested.It's now a full thirty years later, and my money has more or less sat there, and grown quite nicely, in my various Vanguard funds.However, sadly, I have noticed that their customer service line has deteriorated. In a nutshell, it seems they have OUTSOURCED their customer service. You no longer get reps in the U.S., and who always seemed like they were IN THE BUSINESS of investing money....reps who seemed to know a thing or two. Instead, we now get an endless phone tree of buttons to push.... are repeatedly asked to enter the same information over and over...we finally have to 'play games' with the system in order to get a rep... when you DO get a rep, it's clear they are not based in the U.S. Then you are told you need to speak with a different department...you are transferred....put on hold... asked all the same 'security questions' all over again (and even in instances where you aren't looking for any private or personal information on your account, but simply want help NAVIGATING THEIR WEBSITE). Speaking of which....whatever happened to the voiceprints that many of us recorded, of 'At Vanguard, my voice is my password'?? ...which was supposedly specifically set up, so that we'd not have to jump through all these ridiculous 'security hoops'?? We no longer seem to receive that prompt, anymore, when we call Vanguard...It's sad, that even with a company at the level of Vanguard, that customer service is DEAD. And I'm sick and tired of endless, waste-of-my-precious-time questions that are supposedly 'for your security', even when, as mentioned, I am often not trying to get any PERSONAL details on my account. I mean, you can't even ask a GENERAL QUESTION anymore without first going through an inquisition!Jack Bogle must be rolling in his grave.”