Please look at a legit accounting firm. We were giving completely wrong information. We paid for…read moreservices that were not even completed. We owed fees at the end of the year due to bad advice and services.

Mr. Siegel filed both our personal and company taxes this year and did a great job. During the…read moreinitial consultation, he took the time to understand our situation and explained the process clearly. He responded to my questions promptly through email, which I truly appreciated. The entire process was smooth and easy. We will definitely continue working with him in the future. I highly recommend his services.

Having been a client of Greg's for several years I can highly recommend his personalized and…read moreskilled services which have enabled me to live my retirement lifestyle without financial worry. One of the things that I especially appreciate is the ease with which I can contact him with any concerns or financial needs and his ability to communicate efficiently and clearly and take appropriate action as requested.

Greg Miller is a top notch Financial Advisor who helps invest and grow your money like it were his…read more Greg looked over my dad's estate for many years and about two ago has begun overseeing my estate. The investments that he has made on my behalf have seen very nice return. I like Greg's sound conservative approach to investing which will help with my retirement in the next 5 + years. I would highly recommend anyone to work with Greg and his staff.

John was amazing. We spoke for more than an hour and he shared SO MUCH information with me. At…read morethe end of the conversation I came away with new direction and drive toward my goals. I will definitely keep in contact with him regarding my progress. Thank you!

From the owner: Our company provides personal financial coaching…read more We will help you create a simple and detailed financial plan, implement it in less than 30 days, and provide accountability and support so you can achieve your financial and life goals. Your Goals: Create a Budget, Eliminate Debt, Save for an Emergency fund and Future Expenses, Buy a Home, Plan for Retirement, Save for Children’s Education, Pay Off Your Mortgage early, Build Wealth, Create an Estate Legacy Plan, and Give Generously.

Secure Money Advisors is a professional, knowledgeable, dedicated, caring, responsible team of…read morepeople. They listen to your needs, create a written retirement plan and review it with you. We are so glad that we went with them. Less stress and able to enjoy our retirement like should. This is a solid company with solid approach. Zero regrets and would highly recommend to anyone considering retirement. Worth the free consultation.

Secure Money Advisors sent me another request to attend their seminar at Off The Hook restaurant so…read moreI set up another meeting to attend. About 3 hours before the seminar was to begin they left me a message to cancel my reservation saying it was 'over booked'. This was a lie since when we got the room was half full when the presentation started. It was not over booked and the reason for canceling was I had attended the seminar once before even though they sent me another invitation. I wanted to attend the seminar to try to get another advisor since I did not want to purchase an annuity. I met with Neal Mager in March and early April to discuss my portfolio thinking I would get financial advice. The seminars and meetings appear to be a pretext to sell annuities. In the first meeting with Neal I told him I did not like dealing with insurance companies. In the second meeting I was presented with a spread sheet displayed on the projector that indicated I would get about a 5% return on an annuity. I ask for a copy of the spread sheet so I could study the details but my request was denied. In my opinion the seminars and meetings are a slick marketing campaign designed to sell annuities - not to help with investing advice.

I very much appreciate all the financial services and advice I have received from my Hefren…read moreTillotson Inc. advisers. They treat me like family, and always have mine and my children's interest in mind.

From the owner: At Hefren-Tillotson, we strive to be recognized for our unrivaled combination of successful wealth…read moremanagement solutions and exceptional client service.

Great service. Returns phone calls in a timely manner. Offers complimentary consultations.read more

From the owner: Take control of your financial future with Riverside Financial Advisors, your local advisor in…read morePittsburgh, PA. We provide comprehensive financial planning services, wealth management strategies, retirement planning solutions, and tailored insurance plans to secure your financial well-being and achieve your long-term goals. As a boutique firm with expansive reach we put the client first to help you achieve your long term financial goals. Advisory services are offered by Riverside Financial Advisors an Investment Advisor in the State of Pennsylvania. Insurance products are offered through McMullen Industries, LLC. Riverside Financial Advisors LLC and McMullen Industries LLC are affiliated companies. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted.