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Guardian Owl

5.0 (1 review)
Open 7:00 am - 7:00 pm

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3 years ago

Guardian Owl was very professional and really helped give me insight on how best to handle our claim. Thank you!

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JR G.

Thank you so much. Glad we could help with the situation.

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Pennsylvania Wealth Management

Pennsylvania Wealth Management

(1 review)

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!

Diable Consulting - Pecan Caramel cinnamon buns

Diable Consulting

(1 review)

Elizabeth goes above and beyond with her work. Not only does she put in hours at Diable Consulting…read morebut she has taken up a hobby and past time of concocting some of the most delicious and delectable goodies I have had the pleasure of sampling during my time in Maryland. Her professionalism and good, honest nature puts her in my eyes as a reputable individual who puts others and their happiness above her own. Her dedication to service and supplying others with their needs through her own interests and good will is something special. I would genuinely kill to have her recipes and work ethic/dedication. Her service is admirable and valuable. I highly recommend association through Elizabeth and her businesses.

From the owner: Services Offered Nationwide!…read more Expert business strategy consulting services to achieve ultimate success. With over 30 years of experience and consulting with over 4,000 organizations, Elizabeth Diable founded Diable Consulting to drive transformative change through innovative processes and technology. We’ve helped over 18,000 providers, executives, and professionals elevate outcomes and performance. Our mission is to enhance delivery systems, improve outcomes, and help organizations across all industries achieve greater efficiency and ultimate success. We believe that empowered people transform the world. Dedicated to fostering collaboration, we strive for a better future in every sector we serve.

Guardian Owl - businessconsulting - Updated May 2026

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