Financial Planners near Trooper

“I’ve been wanting to get serious about my financial goals for awhile now but never made the plunge. I only did our consultation call, but wow - I was so impressed! I finished the phone call already feeling so ahead and ready to take action.

I felt very comfortable speaking with Michael and also felt aligned with his approach to finances. Patient education is my favorite part of my personal job, so when Michael said explaining the “why” behind his recommendations and taking a well rounded approach is important in his firm, I knew his team would be a great fit for me and my husband. I also really appreciated how clearly and thoughtfully Michael explained everything, and in a way that made sense. He never made me feel embarrassed about where I currently am financially. That meant a lot to me!

I excited to work with Michael and his team! I can already feel this is going to be so worth while!“

“Spencer was extremely knowledgeable and was able to easily answer all my questions and address any concerns. He understood that this was a big step for me and exercised great patience as he went through all the details of the plan. Highly recommend!“

“Very friendly and helpful. Andrew Hoff helped us with all our investments and we are happy with all he has done for us.“

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“Great people, they go above and beyond to help their clients. Julia, Thomas and Steve are true professionals!“

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“I have followed Happy Tails Rescue Retirement Home for about a year now and it’s a wonderful place. Stacey has made a little paradise for seniors that were abandoned. I’ve watched her rescue some time stamped dogs. Also watched her give the most loving care to a hospice dog, Pops. Please support if you can. She goes live on TikTok in the mornings and you can see for yourself.“

“I must say that Bruce Musselman is a totally professional gentleman and is super in what he does. He was able to keep me from paying an outrageous amount of taxes on some retirement income I had received. I was 2 days away from being too late to save a boat load of money. He went as far as to go with me to the bank to be sure everything was handled properly. You don't find service like this in today's world. Bruce is now handling all my accounts and I highly recommend him to anyone looking for a stand up guy running a great company.“

“Have been working with them for years. You cannot get anyone better in the greater Philadelphia area!“

“Partners financial is a company that looks after you. I have been with them for years and would, and have, referred friends and family to them to protect their wealth and invest in their future. I have worked directly with Tom Yates and he is rock solid on his advice and direction.“

“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“