I have been using Trinity Wealth Management headed by J. Charles Mann for over nine years. Trinity…read moreWealth Management style is a customized plan to match your particular needs and risk level. He carefully reviews your assets, plans, and goals. I have used Charles Schwab and Merrill Lynch before and felt their priority was their own self-interest and not the client. I have never felt that way with Trinity Wealth Management. Their team of experienced professionals guide you through the process so you are comfortable with their strategy and the plan fits your goals. You have timely personal in office reviews and robust online tools so you can monitor progress and your objectives. So if you are tired of being an unappreciated client, or need a professional review, or want a local firm that will care about you, Trinity Wealth Management is the firm for you. You will be very pleased with their approach of developing and implementing wealth management strategies and creating a unique vision for you. You can feel confident and secure your financial goals are being monitored so you can pursue the areas of your life that bring meaning and purpose. I have no hesitations about giving them a full recommendation and I'm confident your experience will be a positive one. Please give them a call for a free consultation. Bruce Bittenbender

From the owner: At Trinity Wealth Management, our goal is for you to have financial contentment, allowing you to…read morepursue the areas of your life that bring meaning and purpose. We help our clients obtain it through comprehensive guidance, innovative strategies and extraordinary service.

Once they get your 403b contributions they are incommunicado. Had me in a high fee / low…read moreperformance Money by Design program. Over 5 yrs underperformed the S&P by 18%. They ghost you when you want to move your money. Look at other options for your 403b, do research and stay away from this company.

Whether you are dealing with the CEO and founder Ed or any of the staff below him I wouldn't expect…read moreanything to be done in a timely manner or with any dignity, clarity, or ounce or respect. On the other hand if you would like to be cursed at, laughed at, and have your issues ignored then this is the company for you. That seems to be the way Ed Morgalis, Jeff Miller, Jeff Miller Jr, and Joy operate. I have never as a consumer been treated so horribly or had such rude nasty things said to me by an employee of a company that the two Jeff's said to me. I can't even type the things that were said here because google would flag this review immediately. And I have never had a CEO of a company ever show little concern in the behavior of his employees or the situation at hand. I personally would not want a company that doesn't show concern with problems like this to handle my finances or advise me on how to handle them if they can't even handle their own business matters efficiently or effectively. On the other hand Jackie Rudolph was an absolute peach to speak with. Maybe the others could learn a thing or two from her if and when they finally address this situation within the company.

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

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

They lost us a chunk of money, then charged us for the privilege. Then we got our tax forms, and…read morethey had sold a boat load of stock for short term losses, and I can't even take it off against the so called "dividend" I earned this year. McDermott was insulting and an arrogant jerk

From the owner: Today, understanding and responding to market conditions is more challenging than at any point in…read morerecent years. At the same time, the variety of available financial products has never been greater. Amidst so much uncertainty, it is critical to work with a financial advisor who looks out for your best interests and makes recommendations that support your financial goals and personal values. You need truly independent advice, delivered without conflict or personal agenda, to help you make some of the most impactful decisions of your life.