If it is family values. integrity, honesty, privacy, caring, excellent service, and most of all…read moregreat financial planning, you are looking at the best in the valley...

From the owner: A Better Way Financial is dedicated to helping clients and their families succeed in planning their…read moreideal retirement. With over 35 years of experience, our goal is to help you with the growth and control of the money you worked so hard for. As independent, fiduciary financial planners, we focus on creating personally tailored retirement plans that are always in your best interest.

Working with Kevin was amazing last year! Kevin was very informative and answered my flurry of…read morequestions that I had since we had our initial call. Kevin didn't come off as impatient or incompetent as the CPA's I called before finding him. I respected and appreciated that if Kevin didn't know something off-hand he followed up promptly and thoroughly with explanations that are digestible. He's responsive, straightforward, and collaborative so it was a breeze to do my taxes with him. I look forward to working with Kevin for years to come and I like that I'm comfortable enough to refer him to people in my network.

I was a new client for Kevin this Tax Year. Coming from California, he was extremely knowledgeable…read moreabout other State Tax Laws and answered any questions that I had for him. Very responsive and extremely reasonable on what he quotes you as far as price point.

Not only do I want my financial advisor to be an expert with a solid track record, both…read morequantitatively and qualitatively, I want them to be ethical and to have good communication. Ethics is what one ought to do and ethos is what one actually does. When an organization has a  mission statement and values but does not actually live it out, their ethics and ethos are not aligned and cognitive dissonance can occur leading to bad decision making (i.e. Enron, Bernie Madoff, etc.). Communication can be described as the process of "message sent, message received, message understood." Dianne Denison checks the boxes in all of these areas. Not only does she practice what she preaches, but she also makes sure she understands your goals and aspirations and adjusts your financial planning accordingly. In a world where anything can happen, I feel a little bit better knowing that people like Dianne Denison are in my corner.

More stars are needed.I was introduced to Dave Serfass over 20 years ago. He is honest,caring ,and…read morealways made me feel comfortable dealing with investment and tax issues He will take his time with you and when you are in his office you are the most important person he is working with at that tine. He treats ALL with kindness and respect Sincerely, E Gail Duddy

I've used Serfass & Serfass for over 15 years and I wouldn't go anywhere else. I have complete…read morefaith in their services, guidance and support. Dee is amazing!

35 years ago I opened a small account at the Schwab office on the ground floor of the World Trade…read moreCenter, NYC. Of course, that office vanished, but I have moved to Eastern PA. 99% of my contact is Schwab is done online. However, I have visited the Cedar Crest office in Allentown, PA probably 8 to 10 times over the last decade. I live about a half-hour drive from this office. On one occasion, I wanted to withdraw a large amount for a downpayment on a house. I was able to walk in and get the check within minutes. Another time I met with Mr. Brooks for general long-term advice. His advice was very general (diversify!), but worthwhile. Most times I deal with the agent who mans the counter at the reception area. I don't know his name, but he has always been friendly, helpful and efficient. By the way, if I recall correctly, 35 years ago trades at Schwab cost $29 and had to bought in lots of say, 10 or 100 shares. There was an added expense for what they called odd lots. Today most trades are free and it is even possible to buy fractional shares. It has become easier and cheaper to be an individual investor. If you live in the Allentown area this office is a pleasure to deal with.

i want to set up a 529 plan for my 14 year old i'll give your office a call tomorrow and set up a…read moremeeting to set it up his mom and uncle will be contributing over time my name is Scott shuman thsnks

Dear Fellow Tax Payers:…read more Not all tax preparers are the same and I've been lucky enough to find one that is head and shoulders above the rest without costing me an arm and a leg. We had noticed that the accountant we were previously using to prepare our income tax returns had been steadily increasing prices as the economy and our disposable income had begun dropping. At the same time, our confidence in his numbers had been declining partially due to the lack of face to face contact with him and his lack of availability to be reached on occasion. Out of the blue, we received a postcard in the mail last year from Lifetime Tax Service and the timing couldn't have been better. I looked at their website and made an appointment to visit them and that was the best decision we had made. Their office is very clean and the staff, true professionals in every sense of the word. But being a skeptic (and a former accountant many, many years ago), I wasn't going to let appearances sway me. I wanted to know if these people knew how to prepare complicated, out-of-state returns with various deductions, credits, etc. We met with Tom Ervolina and after our initial meeting, I stopped being so guarded and had complete confidence in him. He was very thorough and asked questions that our previous accountant neglected to ask -- questions that had an impact on our bottom line. He had a checklist and provided us with a copy of what was still needed and within a few short days, every "T" was crossed and every "i" was dotted and voilà -- our returns were completed. He even caught mistakes that our previous CPA had overlooked -- mistakes that had been going on for several years! (When confronted about it, the former accountant apologized, admitted his oversight and ended up filing amended returns for us.) I think the most shocking part of all of this was the price. They charged half of what our previous CPA charged and the quality and thoroughness of their work was twice as good! This year, we used Lifetime Tax Service again and it was actually a pleasure visiting them because I knew that in addition to helping us file accurate returns, they were working in our best interest. Everything is explained in clear and simple terms (no confusing jargon) and their friendly personalities are definitely helpful when dealing with something as dry and boring as income taxes. Also this year, we opted for a copy of our returns on CD instead of a printed hard copy and I was completely surprised by how thorough they are -- all documents that were handed to them for preparation had been scanned and included on the disc as well so if we are ever audited, there is a paper trail to follow. So in addition to being honest, reliable, knowledgeable, and cost-friendly, they're also modern and efficient. Go use Lifetime Tax Service -- they rock! Sincerely, Head Cheerleader for Lifetime Tax Service P.S. They also do financial planning, but I'll review that part of their services when I actually have some finances to plan with.

Gary Plessl & Kevin Houser are self serving crooks. They have a number of FINRA complaints and…read morelegal actions. If you want to Preserve Income run away. They push annuities to get the 7% up front commission and high management fees from funds. Never giving clients signed documents, changing signatures, no quarterly updates or monthly contact leaves clients poorly served. They are great salesman with great false personalities. Stay with a major bank or brokerage house that have corporate oversight. Be VERY CAREFUL. Check with FINRA.

Very slick talkers and pleasant personalities all the time they are playing you for a sucker. They…read moreput you into investments where they get high commissions and you have big penalties. Steer clear or it will cost you money.Unscrupulous. Oh Gary always touts his Lehigh MBA = Master BS Artist

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.