A fantastic group of people who work here. The owner William Parker is very thorough and takes his…read moretime explaining what he does and why. Highly recommend this group for all financial planning needs!

I have been investing through GrandView Asset Management now for several years and am very happy…read morewith the results. The personal interest and care that this company shows for its clients is impressive, and the results have been great! I would highly recommend this company to anyone. They are great at focusing my investments to my individual needs. They know what there are doing, and I am benefiting from the results.

I have been working with Jason Bergey and Nancy Baker for 2 years helping them plan educational…read moreseminars they teach to the public. Not only are Jason and Nancy a pleasure to work with but we constantly get positive feedback from the public on how informative Jason's seminars are. Jason specializes in Estate Planning, Maximizing your Social Security and Minimizing your Taxes. You're definitely in good hands with Jason Bergey! See below for some actual comments we have received. * I attended a seminar yesterday and found it very helpful. I thought it was very informative for the 90 minute talk. I think anyone close to retirement or in retirement would benefit from this information. It could save you a lot of tax dollars! * I have attended quite a few seminars in preparation for retirement. I was fascinated by the information given at the seminar. Fascinated enough to want to meet with Jason, the presenter, to learn more and explore options. * The information was timely and provided a different perspective to review and apply to the forth coming end of year and future planning. Thanks. * Very interesting and informative seminar. Was well worth the time spent in attendance. Would recommend anyone preparing for retirement in the near future to attend a session. * We learned facts that our CPA of more than 30 years never enlightened us about. Wish we had known some of the items included 10 years ago!! * Very good class on taxes in retirement seminar. * I am not a financial type so I felt I would be somewhat overwhelmed, but Jason did a good job of presenting the information. * Learning capital gains are not taxable! Also learned there are many ways to look at how to protect the funds we have worked so hard to live off of. * Excellent speaker. Explained the implications of various income sources on federal tax burden. Wish I had heard of Jason before I retired. * Did a great job discussing the changes and opportunities available to us.

From the owner: Pennsylvania Wealth Management is dedicated to: Helping…read moreeducate clients with financial strategies for a successful retirement. Protect the assets our clients have accumulated throughout the years. Generate the income needed for a comfortable retirement. Keep our clients' taxes as low as possible!

Here are the people to go to for expert advice on taxes, retirement planning, business or personal…read morefinance. Dwayne Keller is a longtime friend of mine, but he was my tax advisor first. This guy has saved me SO MUCH MONEY and he is the most cheerful, upbeat, friendly, lucid bean counter you will ever meet. I get nothing if you call him except the satisfaction that I have given back to him a fraction of the value he has given me over the last 25 years, and the knowledge that you will benefit from my experience. Go for it!

Jim DeGaetano is the go-to financial planner for our family. With both civilian and military…read morecareers, my financial planning was all over the place when I first met Jim. In one short year, I paid off all debt and had enough for a down payment on a house! I sincerely recommend Jim to anyone looking for sincere financial advice without a pushy sales regime.

Adam Rowe is hands down the first choice in Carlisle. No one cares more or knows more about the…read moreimportance and need for quality service when discussing your financial goals and dreams. Not only is he a veteran and extremely knowledgeable of military and government employee benefits, he is also friendly, personable and genuinely wants the best for all his clients.

Just completed Medicare Open Enrollment with Travis. Easy, informative, and convenient. Followed…read moreTravis' reminder link, scheduled our mtg. and we were done in less than 20 minutes. Travis has earned my trust with his casual and confident demeanor, he scores extra points by always demonstrating mastery in his discipline.

From the owner: At Scott Financial Resources LLC, we help individuals and families build a strong financial future…read morewith expert guidance tailored to their unique goals. Led by Travis Scott, an experienced financial advisor, we provide personalized strategies to maximize wealth, optimize savings, and create a secure financial plan for the future. Whether you’re planning for retirement, managing investments, or looking for smart ways to grow your assets, we offer trusted advice and solutions to help you achieve financial confidence. Contact us today to start building a stronger financial future!

I knew absolutely nothing about 401k and such but melissa explained everything so well and walked…read moreme through setting up my account. She is extremely easy to talk to and informative. I highly recommend her to anyone, especially if you have no clue about finances!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Bob and Alex were extremely knowledgeable, professional and welcoming. I recommend Langan Financial…read moreto everyone.

From the owner: Langan Financial Group is a local financial planning firm located outside of Harrisburg, Pa in Camp…read moreHill. Our financial advisors provide services to - individuals - businesses - government entities - non-profits We provide the following services: - investments - retirement planning - wealth management - insurance - executive compensation - college planning - estate planning - portfolio mgmt - institutional investing and more.