We called and made an appointment with James after a personal recommendation. He met once with us…read moreand took our information and ask about what we wanted to discuss/learn. We had a second meeting g where he presented our numbers back to us with areas of concerns and areas of strength. He takes time and answers questions and seems ask us questions to make sure we are understanding and on the same page. We are looking forward to learning more about how to handle our concerns in the next appointment.

While Jim is a nice guy he got me into the absolute worst annuity at nationwide. Four straight…read moreyears of that investment doing absolutely nothing. Account gets drained from my free withdrawals and quarterly payments nationwide takes. They are the only ones making money! Be warned because I made huge mistake with this advisor. don't make mistakes with hard earned pensions put into junk annuities. Look elsewhere!

Ken Booth of Black River Financial Services greatly helped me out in terms of small business work…read more (financial planning and business consulting). I first came to him about tax preparation for my small business. But I found out he does way more! Now I feel like I can have one person who helps me with taxes, planning, retirement planning and even insurance work! This was truly a find! I recommend him!

As a small business owner, Dennis and his team were always available to help me refine and grow my…read morebusiness. The fixed monthly pricing was a necessity for my budget. Highly recommend!

Mark Dougherty is a CFP and has been my financial advisor for over 10 years. Mark is honest and…read moretruly cares about my future (also my family's future as several of them are his clients now)..it is a relief to me and my family to know that our financial advisor is looking out for us and wants us to be happy in our retirement. Highly recommend

I met Stella Feinberg almost 5 years ago. She is excellent at the service and the finished products…read moreany business would need. Her skillset includes Forensic Accounting as well as auditing. Any business would be lucky to work with her. On an individual level, her returns are never, thrown together. I've experienced where some preparers do not take that extra step that information provided is verified for accuracy. If you need a great accountant, tax preparer, You need to call Stella, I won't go anywhere else.

Kelly Monahan is extremely knowledgeable and experienced in tax reconciliation. I had the pleasure…read moreof meeting with her in Drexel Hill and found her to be very understanding of my concerns with my tax return. She resolved all of my questions and was able to complete my return expediently and successfully. I could not have been more impressed with her skill of over 30 years in the business. I highly recommend using her business and will be using her talent going forward.

I am so glad I chose Mr.Cohen to help me.. very nice man.. put me at ease and deflated my stress…read moreand tension .. he handled my problem with ease and confidence Would definitely use him again and recommend him completely!

I have been using Jeff Cohen to do my taxes for almost two decades. He has done both my individual…read moreand business taxes during that time. I even continued to use Jeff when I moved out of state. He is an expert in tax law and knows how to optimize your return. I recommend him with full confidence -- and it's not just because we share the same last name.

Great Service for Social Security Benefits. Hard working people that go out of there way…read more Thank you Michael D Howard