My soon to be wife had a difficult divorce after a long marriage. She asked me to come along when…read moreshe had to settle some of the financial stuff resulting from the fall out. So, I accompanied her to a meeting with her ex-husband's financial adviser. Little did I know she was about to be screwed again! The gent who had managed her ex-husband's retirement pushed her into a "variable interest annuity". Later, her accountant couldn't figure it out. Bad as it was, the real problem was she wanted to take out a chunk of money for a down payment on a house. She knew she'd have to pay tax on the amount, but she specifically asked if there was a penalty. The "expert" assured her no, as it was a distribution through a divorce. He later followed up with paperwork listing the funds as "Quadro", financial speak as a "Qualified Domestic Relations Order", which IS exempt from a tax penalty. My wife to be had him speak with her divorce attorney to insure all the facts and the "adviser", said no problem. Just sign the paperwork. It was a "QUADRO" and he was even including the QUADRO order in the mail. Three years later the IRS came a'calling. Tax penalties! It wasn't a Quadro, penalties applied and AXA was WRONG. Now married, my wife appealed to AXA and MONY, the large firms using this expert and they, ignoring our attorney, my being present at the meeting, and the letters from their representative regarding QUADRO paperwork, blew it off. AXA's motto, "Redefining Standards" is apt. I wonder if our tax dollars will bail them out someday. Later on, we ran some background checks on our AXA's expert on Goggle and were amazed at some of the information. Willjan

From the owner: specialties include life insurance, retirement planning, estate planningread more

Allison is an incredibly thoughtful partner to have while working through your specific financial…read moregoals. She dives in to understand what will suit your situation and priorities in order to provide you with the best approach. She will also help you be flexible and pivot as life changes.

I have known Allison for twenty years and she is phenomenal at managing finances. Her advice over…read morethe years helped me develop my retirement fund, budget the money from my paycheck and create savings that allowed me to buy a house and be ready for three children. Because of this financial stability, I have the peace of mind that I'm not going to have major money troubles in the future. I highly recommend her services for anyone that is struggling with finances or just wants excellent advice!

Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

From the owner: We Invest in Your Happiness. Contact us for a free consultation. read more

I was recommended to John McGovern over 10 years ago and have been extremely impressed by he and…read morehis staff's up to date knowledge of accounting and tax preparation. I have also recommended them to friends and family members, and have heard that they were equally pleased.

Worst customer service imaginable. Ignoring your clients is the lowest level of service a business…read morecan provide. They don't return phone calls or emails (I'm talking in July- not in April. That would at least be understandable.) When trusting someone with your finances, we expect someone who cares....which is why we chose a smaller Manayunk firm instead of one of the big Philly firms. Somehow, there seems to be no regard for customer care or personalized service...or any service for that matter. Since it seems clear the JEM&Assoc and our "accountant" Brian seem not to value our business in the slightest, we will be taking our business elsewhere. I don't have time to chase people who I am paying to do a service for myself and my family. If you need further clarification of the situation, it's been almost a month since my first email, a week since my follow up email asking if he had an alternative preferred method of communication, and three days since I called his office and left a message. We had to file an extension, so we are-in fact-working under a deadline. This isn't the first time we've been disappointed with their professionalism...but it will be the last.