American Capital Express - Exton (PA)

Jen Dershem The general public may know not know a lot about policies and since he’s the only advisor that showed up, he was called for a question. He kept interrupting my husband and then hung up on him. The way he deals with the general public needs to be worked on.

Dodge Landesman Excellent customer service. Came in to open a new account as Citibank closed my account and left me stranded. Dale went above and beyond in providing me a solution that saved my livelihood, career, and finances. He clearly cares about his customers. He also made me a new, loyal PNC customer in perpetuity!

Tammy Carey Some of the the bad reviews cant be trusted, alot of people try to cheat the tax place by misleading them by not providing correct info. And not mentioning that they have not filed their taxes in a few years. Most people file late. If you get penalized its your fault not the tax rep.

Brian Tabb I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my childrens future education—something that gave me real peace of mind. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates. He’s not just a financial advisor; he’s a true partner in helping me chart a secure path forward.

Nate Rodgers The entire JS staff is wonderful! They are very talented, and very personable. They have provided me with amazing tips on how to set up my future returns, and promptly answered all of the questions I threw out at them! I HIGHLY recommend JS Tax & Accounting!

Matthew Lane Ive financed 3 cars through Joe, hes a great guy, and will work with you and just about any situation, hes reasonable. I just wish the monthly payments were a bit lower along with the interest rates, but I understand why. And theyve been good to me and saved my bacon a few times in the past.