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    Karr Barth Associates

    Karr Barth Associates

    (1 review)

    My soon to be wife had a difficult divorce after a long marriage. She asked me to come along when…read moreshe had to settle some of the financial stuff resulting from the fall out. So, I accompanied her to a meeting with her ex-husband's financial adviser. Little did I know she was about to be screwed again! The gent who had managed her ex-husband's retirement pushed her into a "variable interest annuity". Later, her accountant couldn't figure it out. Bad as it was, the real problem was she wanted to take out a chunk of money for a down payment on a house. She knew she'd have to pay tax on the amount, but she specifically asked if there was a penalty. The "expert" assured her no, as it was a distribution through a divorce. He later followed up with paperwork listing the funds as "Quadro", financial speak as a "Qualified Domestic Relations Order", which IS exempt from a tax penalty. My wife to be had him speak with her divorce attorney to insure all the facts and the "adviser", said no problem. Just sign the paperwork. It was a "QUADRO" and he was even including the QUADRO order in the mail. Three years later the IRS came a'calling. Tax penalties! It wasn't a Quadro, penalties applied and AXA was WRONG. Now married, my wife appealed to AXA and MONY, the large firms using this expert and they, ignoring our attorney, my being present at the meeting, and the letters from their representative regarding QUADRO paperwork, blew it off. AXA's motto, "Redefining Standards" is apt. I wonder if our tax dollars will bail them out someday. Later on, we ran some background checks on our AXA's expert on Goggle and were amazed at some of the information. Willjan

    From the owner: specialties include life insurance, retirement planning, estate planningread more

    Hearthfire Holdings - Southeast Delaware County- Folsom, Ridley, Prospect Park, Glendon

    Hearthfire Holdings

    (4 reviews)

    5 stars all the way! I honestly nothing but great things to say about Hearthfire Holdings / Sergio…read moreand Corinn. They were our first Philly apartment and I'm so thankful we found them, it was a wonderful experience. Our unit was well built and beautifully finished! I loved how Sergio and Corinn were quick to respond when we reached out. In addition to that, they are very understanding when it comes to any issues that arise. We were treated fairly and would recommend them to anyone looking for a place in the Philly area. Marissa and I will miss working with you, thanks for taking care of us for 3 years!

    Nothing but great things to say about this company and Sergio and Corinn. Class act all the way…read morethrough. Sergio and Corinn are friendly, knowledgable, professional and the easiest people I have ever dealt with in this capacity. No matter the issue or question I had, they would respond almost immediately, and work with me, even on a Sunday evening. The apartment I rented was finished the day before I moved in, so there was no issues on the cleanliness or state of the apartment. Sergio and Corinn were in touch with me throughout the move-in and I appreciated that immensely. They also kept in touch throughout the year to check in and keep us updated for the weather conditions and such. They truly put together a clean and welcoming apartment and it was clear to me they truly wanted to make those of us who rented from them welcome. I felt bad about leaving the apartment as I knew I would miss having such a good company to work with. If you want top quality service and professionalism, take a look at Hearthfire Holdings. You can't go wrong here.

    Capital MD

    Capital MD

    (3 reviews)

    So I've been using Capital MD's tax services for many years. I really loved how reliable,…read morepersonable and the level of professionalism my preparer has always displayed. I've always had great results. However, a few years back both my husband and I used their services to join our taxes, at the time I thought the results were great as always, but; a year later we received a letter from the IRS explaining that there had been a major error during our tax prep. The error resulted in a huge amount of owed back taxes . Obviously so, I called up RASSAN (extremely angry) however he remained professional and took full responsibility. Due to the pandemic we had to wait another year for the final owed balance and investigation. However, after the investigation wrapped up, I notified Capital MD with the outcome and thankfully so, within a few weeks our back taxes had been paid in full with $0 remaining balance. So, I say that to say while mistakes happen and sometimes we may not be in a place to think clearly, Rasaan and his staff fully understood our frustrations, always responded to our calls, text, emails and remained in contact with us until our taxes were paid in full. All which restored my full confidence with his company, and added security knowing he has a legit business with the proper protections in place in the event that errors occur. Therefore, I highly recommend Capital MD going forward. I promise you all will receive 1st Class services all the way to the finish line.

    I've been working with Capital MD for years. Mr. Weaver and…read morehis team get things done quick and efficient. Always available for questions, very knowledgeable about their services. I recommend Capital MD, if you want your taxes and book keeping ect.. done right hit up Capital MD.

    PNC Bank - banks - Updated May 2026

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