ASCO Financial Group Inc - Kingston (PA)

Cathy Brotzman My Husband and I met with Daven for medicare insurance advice. He cleared up all the confusion as to what policies would fit our needs. He found us great policies that saved us quite a bit of money. He was very knowledgeable and patiently answered all our questions. And the appointment was free!

Jacob Peters Dale does my taxes every year. Great work and great prices.

Tia MoonDragon Extremely friendly staff and super helpful. We needed to do a wire transfer and had to come to this location since there arent any in NY. The banker was Extremely helpful and kind. If they werent so far from us coming from NY, wed use them for our home location.

Stephanie Lynn Beth Genter is the best financial advisor we’ve ever had. We tried Ameriprise and Morgan Stanley first she’s so much better than the advisors we had before. Her customer service and responsiveness is fantastic. She’s blunt with us about our investments and where we’re ahead (401k) or behind (529s), and I actually understand what she’s saying to me. The other guys could not adequately explain things and weren’t really committed to advising us on things like our 401(k)s that weren’t managed by them. Beth brings a comprehensive, look-at-your-entire-portfolio approach to advising. I highly recommend her!

Kate Gigliotti Working with Julie has been a lifesaver for our family! Doing our own taxes and using H&R block for years before finding her, we could not believe how easy it was to get our return in a timely fashion. We were feeling very overwhelmed with multiple W2s and a new mortgage, and Julie worked with us to make sure we took advantage of every credit and got a great return. She also helped us when we received a bill for missed taxes from a previous return we had submitted with H&R block years before. She was able to take a bill for over $2000 and, through her research and diligence, prove that we only owed $85. I was so relieved! I am extremely impressed with her professionalism and attention to detail. Communication has been prompt and very clear. I would highly recommend Financial Allies!

Jill McFarland I was welcomed with kindness and quality service from the moment I stepped through the door. I will definitely be going back!

Caroline Yuhas Liano drive girl