I needed help with a tax issue and Bill was open, informative and honest with his help…read more I now use his service to prepare my taxes each year. I love that they are close to my house and they have a beautiful golden retriever in the office. I highly recommend them!

Very professional CPA. Everyone that works there is very kind and helpful!! I get my business and…read morepersonal taxes done there. Been going to William for many years and will continue for many many more!!

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

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.

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!

She's very helpful. led me to a realtor on her team that could help me. It's ongoing. Hopefully we…read morewill find the perfect house soon. I highly recommend her.

From the owner: As a Howard Hanna - The Frederick Group Realtor, I represent both buyers and sellers of residential…read moreand commercial real estate and investment properties. I look forward to working with you! Background: Over 20 years of local real estate investment experience including commercial and residential income properties in Lehigh, Northampton, Carbon and Monroe counties. Over 20 years financial services experience specializing in Risk Management and Finance as Executive Director at JP Morgan Chase Lehigh Valley Business owner for 15 years Licensed Real Estate Agent with Howard Hanna - The Frederick Group Previously Licensed CPA Associations: National Association of Realtors PA Association of Realtors Greater Lehigh Valley Realtors American Institute of Certified Public Accountants Awards/Designations/Degrees: 2023 Howard Hanna Champion Club Award Winner National Sales Excellence Award Winner Hanna Luxury Portfolio Specialist Seniors Real Estate Specialist MBA - Finance, Zicklin School of Business Baruch College BBA - Accounting - Hofstra University Community Involvement: Board of Directors - Camelot for Children Board of Directors - Valley Health Partners

Linda was great! My husband and I live in New York and wanted to buy in investment property in…read morePennsylvania to rent out. Not only did she find us the perfect house she then found us the perfect tenants. We would use her again for our next investment without doubt. We thought looking for houses in a different state would be difficult but Linda made everything so easy for us!

From the owner: Don't hesitate to call Linda Cammarota in Easton, PA. We are committed to your satisfaction. Call…read moreus today.

This financial ship is run by Dave Stortz. Be ready for an intense discussion of your finances…read moreconducted by this captain. His knowledge and current information of the financial world of investments will give you a comfortable cabin for your money. No pressure, no frills, but all of the facts! From entering the front door, the atmosphere is warm and inviting, with pleasant and welcoming staff. This is a complete ship of services, from Estate and WIll Planning, to insurance, to financial investments and tax filing. Enjoy the cruise.

From the owner: Stortz & Associates, Certified Public Accountants and Business Consultants. We service a diverse…read moregroup of individual and business clients in order to serve their individual desires. It's more than just the numbers - it's about you and your dreams. Understanding what you want for yourself, your family and your business is crucial in creating pathways to achieve your goals. We provide the financial guidance, experience, knowledge and passion to make this a reality. Services include: Business Tax Services Business Advisory Services Individual Tax Services Sales and Use Tax Services Accounting Services Bilingual (Spanish) Services