Growth isn't always a sign of better service. In this case, losing that one on one client face to…read moreface is a sign of the times. Not certain this is your best option for tax prep and Senior financial advice. Its just another option. Some advisors are better than others.

Worked on a business deal with the owner, was not treated respectfully and wanted me to buy a…read morebusiness that banks wouldn't approve because it's not cash flowing. No thank you

Here are the people to go to for expert advice on taxes, retirement planning, business or personal…read morefinance. Dwayne Keller is a longtime friend of mine, but he was my tax advisor first. This guy has saved me SO MUCH MONEY and he is the most cheerful, upbeat, friendly, lucid bean counter you will ever meet. I get nothing if you call him except the satisfaction that I have given back to him a fraction of the value he has given me over the last 25 years, and the knowledge that you will benefit from my experience. Go for it!

A fantastic group of people who work here. The owner William Parker is very thorough and takes his…read moretime explaining what he does and why. Highly recommend this group for all financial planning needs!

I have been investing through GrandView Asset Management now for several years and am very happy…read morewith the results. The personal interest and care that this company shows for its clients is impressive, and the results have been great! I would highly recommend this company to anyone. They are great at focusing my investments to my individual needs. They know what there are doing, and I am benefiting from the results.

I recently retired from a large, well-known hospital in Baltimore, my retirement fund was with…read moretheir contracted financial group, also as large and impersonal as the hospital, albeit not as "famous". I decided it was time to take a more hands on approach with my finances and that's when I met Conner Brady from Stages Planning Group. Conner couldn't have been nicer or made our first meeting more comfortable and convenient, first by asking if I preferred to meet in person or via Zoom. I chose Zoom and it was a good thing for me that I did, because life never goes as planned, my 3-year-old grandson was dropped off an hour before my meeting. Not only was Conner very patient and flexible while I was trying to wrangle my grandson, but he also genuinely knows his stuff! He was honest with me, told me what I needed to know, not what he thought I wanted to hear, did not talk over my head, as the other financial planners had, didn't try to sell me anything that I didn't want or need and suggested what he thought would best suit MY needs. In short, I highly recommend the Stages Planning group. I have since had the pleasure of meeting both Lou Leyes, owner of Stages and colleague Marcus Snow. I would recommend any of these guys to my friends and family, but I was particularly impressed with Conner Brady for his patience and not missing a beat while explaining to a practically, financially illiterate grandmother with a 3-year-old on her lap! Well done job Conner Brady!

From the owner: We see our role in your life as helping you navigate the financial world in pursuit of your goals…read more Most of the time, the waters beneath the bridges are calm - but when they are not, it's helpful to have someone on your side who has been on that bridge hundreds of times. We know how to help you across and take our role in guiding you very seriously. After many years in the business, we have developed a reputation for being great "financial translators" - turning complicated topics into easy-to-understand concepts so our clients can grasp them in pursuit of their financial objectives. We feel a commitment to our community.

I have been working with Jason Bergey and Nancy Baker for 2 years helping them plan educational…read moreseminars they teach to the public. Not only are Jason and Nancy a pleasure to work with but we constantly get positive feedback from the public on how informative Jason's seminars are. Jason specializes in Estate Planning, Maximizing your Social Security and Minimizing your Taxes. You're definitely in good hands with Jason Bergey! See below for some actual comments we have received. * I attended a seminar yesterday and found it very helpful. I thought it was very informative for the 90 minute talk. I think anyone close to retirement or in retirement would benefit from this information. It could save you a lot of tax dollars! * I have attended quite a few seminars in preparation for retirement. I was fascinated by the information given at the seminar. Fascinated enough to want to meet with Jason, the presenter, to learn more and explore options. * The information was timely and provided a different perspective to review and apply to the forth coming end of year and future planning. Thanks. * Very interesting and informative seminar. Was well worth the time spent in attendance. Would recommend anyone preparing for retirement in the near future to attend a session. * We learned facts that our CPA of more than 30 years never enlightened us about. Wish we had known some of the items included 10 years ago!! * Very good class on taxes in retirement seminar. * I am not a financial type so I felt I would be somewhat overwhelmed, but Jason did a good job of presenting the information. * Learning capital gains are not taxable! Also learned there are many ways to look at how to protect the funds we have worked so hard to live off of. * Excellent speaker. Explained the implications of various income sources on federal tax burden. Wish I had heard of Jason before I retired. * Did a great job discussing the changes and opportunities available to us.

From the owner: Pennsylvania Wealth Management is dedicated to: Helping…read moreeducate clients with financial strategies for a successful retirement. Protect the assets our clients have accumulated throughout the years. Generate the income needed for a comfortable retirement. Keep our clients' taxes as low as possible!

We are scheduling for Spring! Give us a call to discuss the paradise you have in mind after the…read morelong winter! We'll make it happen!

Jim DeGaetano is the go-to financial planner for our family. With both civilian and military…read morecareers, my financial planning was all over the place when I first met Jim. In one short year, I paid off all debt and had enough for a down payment on a house! I sincerely recommend Jim to anyone looking for sincere financial advice without a pushy sales regime.

Adam Rowe is hands down the first choice in Carlisle. No one cares more or knows more about the…read moreimportance and need for quality service when discussing your financial goals and dreams. Not only is he a veteran and extremely knowledgeable of military and government employee benefits, he is also friendly, personable and genuinely wants the best for all his clients.

We have worked with Mike since 2014. He has been a responsive and trusted financial advisor for our…read moreentire family to include our two sons, my father, and my sister. They chose Mike as their financial advisor based on our recommendations and success with Edward Jones. Mike and Shelley have created a welcoming and professional office in Carlisle, PA.

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.

I love this place! They really make sure that I understand where my investments and retirement…read moresavings accounts are and how they work. All the staff that I've met are very welcoming and polite and when I call in with questions or concerns they send my call to a registered assistant who helps me solve the problem. Very good company and now I'm looking foreword to retirement with no worries!

From the owner: At Harford Financial Group, we believe in living the best life possible with the wealth you have…read more Our holistic approach goes beyond managing money -- we help you use your finances as a tool to live a life full of purpose surrounded by what matters most to you. In short, we aim to help you achieve inner wealth, too.

I'm sending a quick shout out to Ann Frey at Keller-Brown Insurance. My family has been with Erie…read morefor decades and my wife and I have been with Keller/Ann for about 10 years. I am a car guy, and I've been through more than my fair share over the years. Every time I call Ann with another change, she is nothing other than helpful, friendly and cooperative. Needless to say we know each other by name at this point. I don't care what the big insurance websites say, there is something about having that personal touch that makes handling things like insurance bearable. In Ann's case, it becomes downright pleasant. So Kudos to Ann and all of Keller-Brown. Keep up the good work, and be blessed!