15th May 2026 One month past…read more Tax date (15th April) Not sure why there are so many one star reviews. In my humble experience the Vanguard reps I have interacted with over the phone in the past have been really respectful and helpful. The stock market is a gamble no matter who you invest in. You are taking a chance and there are no guarantees. Read, study, authors and advisers Scott Galloway and Suze Orman are very helpful. At Vanguard you get to choose your companies, be they pharmaceuticals, like Ozempic, GLP stocks, or big tech, think Google, Microsoft, Uber, Tesla, or big box American products like Amazon, Walmart, Coca-Cola, Pepsi, Nabisco, Mobil, Disney, often referred to as Blue Chip. You decide. Vanguard is considered a premier, client-owned investment manager. They're renowned for low-cost, long-term investing, offering a wide array of mutual funds, ETFs, and brokerage services. Popular options include the Vanguard 500 Index Fund and Total Stock Market Index Fund for retirement and/or short term. Again, you decide. Have a great day and Good luck!

I have $7 million invested with Vanguard and was recently charged an 8-point spread on a bond --…read morecosting me $1,600. Their goodwill gesture was a $60 free trade. When I tried to escalate, I couldn't reach a single person empowered to make a decision. For a firm collecting roughly $21,000/year in fees on my account, this level of customer service is unacceptable. Fidelity and Schwab are starting to look very attractive. Think twice before trusting Vanguard with serious money.

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

Too many clients and not enough CPA's to manage the load. Filings were completed at the very last…read moreminute without time to review. Appointments were missed and they didn't effectively use e-mail and other technology to communicate with their clients. Lots of time wasted discussing general business trends rather than sharing critical tax advice.

From the owner: Our firm provides outstanding service to our clients because of our dedication to the three…read moreunderlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

Kevin Chou did my taxes for several years until I learned enough to try preparing them myself. He…read moreis professional and courteous; knowing that I was a freelancer, he told me about the SEP IRA, and he took the time to explain things like how deductions and business write-offs worked. This tax season, when I was extremely worried about my retirement plan contributions, Kevin talked with me by phone, answered my questions, and offered a possible solution. Thank you, Kevin!

He is charming when you first talk to him but then he is unable to calculate and file your taxes…read more He is either on drugs or has another occupation by which he does not have the time to do your taxes. His ineptitude will force you to file late, get penalties and in the end be forced to hire anothe accountant that can sort out Kevin's mess. PLEASE AVOID THIS INDIVIDUAL!!!

Alev is very knowledgeable and takes the time to make sure all questions are answered and…read moreunderstood. She was very patient guiding me through the process and making sure all of my concerns were addressed. I highly recommend Great Valley Tax and Financial services.

Responsive, patient and brilliant! Alev helped me puzzle through my moms taxes when I had to take…read morethem over unexpectedly. I feel so much better working with her! Totally recommend

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!

I'll keep this review fairly vague since personal finances are, welllll, personal. But wifey & I…read morewalked into Gould Financial/Northwestern Mutual completely uninformed and stressed. We were greeted with a warm smile, kind words and a cold beverage by Julie, the Operations Manager. Before long, we were welcomed into a conference room by Advisors Brady & Lucas. We got the overwhelming impression that these two gentlemen really wanted to help us. After listening carefully, they shared their knowledge, insight & considerable experience in crafting a plan to realize our goals. When I asked a question about something that was outside their expertise, they GOT AN ADJACENT EXPERT ON SPEAKERPHONE TO ANSWER US CONCISELY! The people at Northwestern Mutual seem to be committed to building relationships. And that in turn builds business. A very old-school approach nowadays, in my opinion. I 100% recommend them.