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.

George (Siegel and Company) has been my accountant for a few years. And while the complexity of…read morework has evolved over those years, everything always feels easy. Documents are managed securely. Scheduling time with George is a cinch via his website. And he's always responsive to my one off email questions. Of course, like anything, you get what you put in. If you put the time into documenting everything with supporting details, you will find the process seamless. And with the IRS being infused with $80 billion to beef up their tax-cheat game, now is not the time to be screwing around with Uncle Sam. A little extra to have a pro like Siegel and Company at your side is well worth the outcome and peace of mind.

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.

I would never recommend Stratos Partners (Sewickley, PA) or founder/owner, Harry Butson…read more After the stock market crash of 2008, I suffered substantial losses and had nobody to turn to for advice. I asked a SCORE counselor in Los Angeles for a recommended financial advisor, and he connected me with Harry, a friend. Harry flew from Sewickley to Los Angeles to meet with me. He immediately put the bulk of my money in various annuities which, I later learned, were expensive for me, low earners for me, and hugely lucrative for him. Annuities also relieved him from having to do most of the work planning and growing my financial portfolio. I was an easy mark. Besides being alone, I'm bad with numbers and find the financial market largely incomprehensible. During the seven years I was with Stratos, my net worth slowly withered to the point where the principle was about to be consumed. My CPA finally brought this to my attention, not Harry. Never Harry. I then interviewed other financial planners, and absolutely nobody agreed with the management of my portfolio. In more diplomatic language than I'm using here, they felt him to be unscrupulous, unethical, lazy. If Harry were here right now, he'd say this is what I wanted ... a sure, safe income stream above all. But no, actually I wanted to earn back the money I lost in the 2008 crash albeit in an adequately conservative way. I also wanted to grow my portfolio to support my charities after my death. He'd probably say it way my fault; I was spending too much. Equally untrue. I've always lived a comfortable but frugal life, and that has never changed. When he realized I was interviewing other financial planners and the jig was up, he still believed he could save his meal ticket, this cash cow. He actually did some work, and sent me a revamped market analysis with recommendations that looked a lot like those of my new interviewees. Even if you are more financially savvy than I, and are surely a better watchdog, is your trust worth the Stratos risk?

From the owner: We're Harry Butson, Grant Butson and Curtis Belcastro, financial professionals in Sewickley. Our…read moreteam understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

I love PNC mainly because the virtual wallet is so easy to use, but their locations are great. The…read moreone at Blackburn and Beaver feels like an old-timey bank. Really helpful tellers, neat local pictures on the walls, and there is never a line.

Good service. The online banking is convenient. We also got the mortgage with the lowest interest…read morefor our house. Pnc isa great organization too. Involved in the community and gives back. That is important too. Been a client for almost 10 years.