Financial Advising near Hollidaysburg, PA

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“I cannot imagine trusting anyone else with my financial information. From the moment I walked in, Mary's office and her staff were so inviting. I once had to take my 4-year-old son along, and they even had toys to keep him entertained! I felt like I could really trust Mary and her staff, and that's so important when it comes to the business we are reviewing. Mary really took the time upfront to learn about my finances, 401K, credit, my financial goals, and more. She took the time to assess how much of a risk I truly was comfortable with before investing, and was very thorough in explaining the process to us. We also file our taxes with her office. She is super quick in filing taxes, and had some great tips for my husband who recently started a business. We will be looking to transfer his business taxes to her office this year, along with possibly using her invoice system. She is also very prompt! At the start of this year, we already had a folder to keep our 2021 taxes in, and she touches base and schedules to meet with us yearly to see if anything has changed with our financial needs. I plan on keeping my business with Bolt Tax and Financial for as long as possible, and am so appreciative of Mary's attentive service and advice! I would highly recommend her office to anyone!”

4.6 Superb21 Reviews

“I had a great experience with Advantage! They were ver clear to explain what I needed to get my debt paid off with a huge reduction in interest by negotiating with creditors. Other options in service providers proposed a less honorable approach, but this worked very well for me, I only want to work with honest people and this non-profit proved to be a good fit. I am now debt free in less than 4 years, and saved thousands of $ in interest! I highly recommend. Monthly statements let you know exactly how your debts are refucing, which was really motivating!”

0 Na0 Reviews

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