Financial Advising near Malvern, PA
11 locations found near Malvern
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Financial Advising
Financial Advising
Financial Advising
“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.”
Financial Advising
“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”
Financial Advising
“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!”
8:00 AM - 8:00 PM
770 E Market St # 190, West Chester
Financial Advising
Financial Advising
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!”
Financial Advising
Financial Advising
Financial Advising
“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.”