I worked with Michael for a couple of years while shopping for a home pre- and post-covid. He was…read moreconsistently great at providing me up-to-date guidance, options that met my need, and timely communication. The process of obtaining a home loan was smooth and modern.

Great agent, great service, great coverage. We couldn't be happier with the service we get from…read moreBrad. Knowledgeable and courteous!

I was with State Farm for over 20 years. When my agent retired and sold his business, I went…read morelooking and was glad to have found Brad. He was able to save us a lot on home owner's and auto insurance as well as suggest changes to our policies. When my kid was in an minor accident, he called Brad and got the straight scoop, straight away. Brad's the guy you want to work with because he will work for you.

Joe has been quite helpful to our family each time we've contacted him regarding any issues on our…read moreBCBS plan or with the HRA account in general. We appreciate his prompt response to all of our questions, and thorough explanations of all the processes with our healthcare plan. Thank you Joe!

If you're looking for a professional Health and Life Insurance Broker, Joe Vukovich at PFI comes…read morehighly recommended. They will help find an insurance company custom tailored to your needs and budget. I highly recommend PFI

I've been going there for a few years for taxes and they were ok until this year. They sent me…read moreback my state return saying I'd get a decent refund. I got next to nothing and asked what happened. I was told the new amount was correct, but the original return they sent me and had me sign was a mistake. Not even an apology, and I'd have heard nothing from them if I hadn't asked about the difference. I'm now looking for a new accountant to do my taxes from here on out.

I always do my own taxes but decided to get my mom's taxes done by Lee Mandel & Associates and I…read morecouldn't be happier. I scheduled an appointment with John. I was pleasantly surprised to find that they use a secure digital file system so that I could upload files ahead of time. Very helpful! On the day of my appointment, John was able to knock out my mom's taxes in an hour or less. Thankfully her taxes are pretty straightforward, but the federal and state returns were e-filed and everything processed in a couple weeks. That was great! I'm almost considering having Lee Mandel & Associates do my own taxes next year! Money and time well spent here.

Matt Doyle was amazing every step of the way. Even when I was anxious he was reassuring. Definitely…read morerecommend. What are you waiting for contact him today!

If I could give them no stars I would. They lied to us about our interest rate, mismanaged our…read moreescrow for 2 years, hit us with a $6k bill, almost doubled our monthly mortgage. They removed our ability to pay anything BUT this insane amount online. When I paid via check they refused it. Buyer Beware. Use a more reputable company. When I called they didn't care. We spent an entire day trying to get this fixed to no avail. We had to send them all the money upfront or be in default with a chance of losing our house. With all the other mortgage companies out there, don't be fooled by this one. Use a more reputable company.

John Cross (President of Walstra) saved me quite a bit of money on my medical insurance. I was…read moreconfident that I already had very good pricing, so I didn't "shop" around for years. John helped me realize that rates vary quite a bit and the worst that could happen is he'd tell me my current plan & price are good. Much to my surprise, he saved me hundreds per month. I have known John for several years & absolutely recommend him for honest & extremely knowledgeable. He's also a very professional "no-pressure" kind of person. Call him!

I have used Klover & Co. CPA's, PC for my business and personal taxes for 16 years. My father and…read morehis business 25-30 years before without hesitation. This is a good, honest, and competent family run business. They have served me well and I look forward to using them to file my taxes each year. Sincerely, K.D.E., M.D.

I have been in business since 2004. As a physician, I don't have time for accounting. Tom and…read moreeveryone a Klover & Co help me keep my eye on my business, while they keep an eye on the accounting for my business.

We have just begun our relationship with Shankland Financial through the Fed Impact series of…read moreretirement seminars. Our representative is Alden Burnett. I appreciate his authenticity and obvious intelligence. He works with facts and doesn't make promises about the outcomes. I had been exceptionally nervous about the idea of financial services, I am in my mid 50s and just never trusted the industry. They always came across as slick. I had no direct experience and always thought they were for rich people who could take $500 K and risk it on "chinchilla futures" . I look forward to having Alden as a sounding board and a trained expert to help guide us on future decisions in investments and retirement planning.