“I ran into Dawn at a networking event in Delaware, since then she has been my go-to Financial Advisor. Easy communication and hard at work.“
“Been with them for decades. Have taken care of my finances like I was part of their family. People are wonderful and caring. W“
“Vicki is very knowledgeable and quite compassionate. She will take time to review your situation and make recommendations on how to make your future brighter. Her explanation of Social Security, Medicare and retirement have bettered my life and eased my mind.“
“I highly recommend Vince for his comprehensive approach to financial planning. He provided me with a thorough assessment of my entire financial situation and offered valuable recommendations to help me achieve my goals. With his guidance, I feel confident about getting on the right track towards financial success“
Closed today
10 N State St, Newtown
Financial Planners
“Jim Wong is an absolute professional. I highly recommend him. Easy to talk to and very accessible. He clearly has his clients best interests in his decision making.“
Closed today
12 Terry Dr #203, Newtown
Financial Planners
“Chip is a great guy and even better investment advisor. Highly recommend his service and always trust his advice.“
Closed today
37 S Main St, Yardley
Financial Planners
“Mike and his team are extremely thorough, focused, and interested in your goals and objectives. No sales or pressure at all, simply recommendations which we appreciate. We have used YWM for financial planning, trust and estate planning and continue to recommend them to our friends.“
“I have used ‘Scott A Miller, CPAs, specifically Kevin Fischer, for several years. The service has always been quick, efficient, and correct.When my father passed away, I directed my mother to use their services as well. When the time came, they were essential and helping me with my mothers estate and filing the tax returns properly for her.The experts at SAMCO can help you with personal tax returns, estate, tax returns, and any type of business, tax return, efficiently, and in a timely manner“
“Knowledgeable and very responsive. They take the time to understand everyone’s unique situation and provide prompt substantial advice.“
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