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!!!

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!

Always very responsive. Web site easy to use as are reports easy to understand. I highly recommend…read morethem.

Nothing but excellent service. Always prefer to go into this branch rather than call. Great…read morechecking account with no atm fees

Conversations and help around financial topics was always scary to me. I felt the industry was made…read moreto help only those who could afford it, but I came across River giving a talk in a conference and was immediately blown away by their approach to having a financially stable life. From the moment we connected for a consultation, I knew I'd been lucky to found them. My wife and I worked with them for about 6 months and their warm, non-judgemental, and knowledgeable approach to our journey was a game changer for our financial literacy. Additionally, their embrace of our personal stories and intersecting identities made us feel like we were truly taken care of. If you're looking to learn more about your finances, and hope for a future with personal financial autonomy while helping dismantle systems of oppression, I'd say look no further than River.

I've worked with bobby to discuss a few investment and insurance questions that I've had -- he is…read morevery knowledgeable and patient in explaining complex things and I've found the time we spent together to be quite worthwhile.

From the owner: We are first and foremost financial planners. We specialize in retirement income planning and do…read moreour best work with people in or a few years away from retirement. We help our clients maintain dignity and independence in retirement. Our client's most important goals are generally: 1) how to generate a lifetime retirement income and 2) how to leave a legacy to those they love. We help our clients create and implement investment strategies designed to reach those crucial goals. We have a convenient office located in Center City Philadelphia just a couple blocks from Rittenhouse Square at 19th and Spruce.

awful customer service very long wait times and was hung up on intentionally twice! due to the…read moredisrespectful attitude i'll be closing my account

Fidelity Investments may be the worst place to have your money invested. we have waited 6 weeks to…read moreget a disbursement of my moms fund after she passed away. every call they act like they care and tell you the paperwork is being promised. been told 7-10 days and called. told 23-48 hours and called 72 hours and told they are still waiting. thu have had the paperwork for over a month and are simply stalling to release funds. Consider other options when choosing an investment firm.

Jason and the team do wonderful work! I use their services for my small business and personal taxes…read morebecause they are so reliable, easy to communicate with, and dedicated to their clients!

There is no better place you could go to have someone help you both with your business and personal…read moreaccounting.When you choose to have Weisz accounting take over you become part of the family with that personal touch.

I contacted them a few weeks ago. For the most part, I think they mean well. I get the impression…read morethat they're a new company and that they're very short-staffed. The pros and cons: Pros: 1) The initial application is very simple. 2) The website is nicely designed and easy to navigate. 3) They offer long payback terms for smaller loans which is hard to find in today's market. 4) They offer great interest rates if you have good credit. 5) The employees are very professional and friendly (but see cons below). Cons: 1) Communication and responsiveness are lacking. This isn't the type of company that you can call if you have a question. You can leave voicemails and send emails but don't expect same-day responses. Sometimes it can take more than 2 days for a response. 2) From what I understand, RenoFi doesn't provide funding. They work with financial institutions who they sell your loan to. The one that they told us to apply with, had extremely poor reviews--an average of 1.5 stars. That credit union did not reply to a single negative review and some were very credible and very bad. For example, many of them said that credit union is very slow to post payments, and then they charge late fees. We asked if there was an alternate institution we could use, and in our case, there was. 3) Information was sometimes unreliable or missing. For example, before we switched institutions, they didn't tell us the new one had stricter requirements like needing a full estimate for the project. It took a couple of weeks to finalize that as we were trying to get bids. That's an unusual request for a personal loan such as ours. Per #1 above, there was a lot of time and back and forth to get answers on that. 4) It takes a long time to get funded. With us, it's been 3 weeks and we're still not there yet. So, if you're the type of person that likes to get information quickly, either over the phone or via email, get correct, complete information upfront, and if you want a simple smooth process to close your loan, this may not be the company for you. If you're willing to be patient, can do your own research and wade through the issues above, the financial terms may make it worth your effort.

I had the best experience!!!! Fast processing and outstanding customer service . The communication…read moreand loan process was very fast. Worked with Madelyn Schmidt, she is the BEST!!! She is super helpful and always replies promptly whenever there is question or help needed. She is very professional and knowledgeable. I would like to thank Jessica Smith as well. She is very responsive and promt!!! Again. anything needed throughout the process they are there for you. Very sharp, quick and most important very knowledgeable. Highly recommend RENOFI and MADELYN SCHMIDT!!!