Allison is an incredibly thoughtful partner to have while working through your specific financial…read moregoals. She dives in to understand what will suit your situation and priorities in order to provide you with the best approach. She will also help you be flexible and pivot as life changes.

I have known Allison for twenty years and she is phenomenal at managing finances. Her advice over…read morethe years helped me develop my retirement fund, budget the money from my paycheck and create savings that allowed me to buy a house and be ready for three children. Because of this financial stability, I have the peace of mind that I'm not going to have major money troubles in the future. I highly recommend her services for anyone that is struggling with finances or just wants excellent advice!

I have worked with other financial advisers but never any as thorough, attentive to detail and…read moreready and able to assist in my financial planning as Lisa, Daniel and Jennifer. While it is true that any financial adviser is always ready to add your funds to their AUM, at Retirement Prosperity Group the emphasis is on you as a person and your needs first. They take their Fiduciary responsibility very seriously. They are knowledgeable about current financial market trends, understand the complex world of annuities and are adroit at dealing with otherwise opaque financial institutions when it comes to moving funds in a client advantageous way. If you want to optimize your future give RPG a call ... ASAP.

From the owner: Retirement planning, safe money strategies, investment, financial adviceread more

I have been going back and forth over writing a review. I usually let things go, but this…read moreexperience I could not. The experience I had upset my husband and me. So, upon reading several negative reviews on the Charles Schwab Horsham branch, I took a chance to go there anyway due to the convenience of the location. The female representative in the office was very friendly and offered great customers to her ability. However, when the Branch manager came out. That's when my experience changed. The branch manager was not welcoming at all. My husband wanted to ask him a question; he seemed uninterested, very nonchalant in his response to the point of being stand-offish. He referred us to the other account rep in the office, and he seemed not to care either. Although we have a fiduciary to manage our account, I felt being a customer to Schwab for 25 years; he could have at least been courteous towards us in seeing if our question was something that he could answer. I may not have a hundred thousand dollars in my account, but I deserve to be treated with respect with the money I have in my account. This was my first time at that branch and my last. I will drive to the Philadelphia branch regardless of the travel distance for better customer service.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

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

Tom and I have been clients of Franklin for the past 6+ years. Changing investment firms was a…read moredecision that we took great care and time in researching. We have concluded that this was the BEST decision we ever made regarding who best to watch over our investments. The Franklin team has become like family...they are smart, knowledgeable and always willing to help in any way. They see us as "Tom and Geri" and give advice based on knowing who we are and what risks we are willing to take. We are not lumped into "you fit this profile like many other clients" philosophy in giving investment advice. So if you are looking for an incredibly knowledgeable and caring group of people to manage your investments, you cannot go wrong with Franklin Retirement Solutions! They truly are the best!!