Barrister - Philadelphia (PA)

Margie Ruffalo Very professional, knowledgeable and friendly.

Kathy Higham We inherited a pretty complicated estate which also involves a disabled brother who we manage all aspects of his life. The team at Evergreen has earned our trust wading through all of the ins and outs dealing with many out of State issues, tax issues and trusts. They have managed our money flawlessly, referring us to other trusted professionals for our team when needed and had fantastic communication all the way. We shudder to think of where we would be had our attorney Jim Malee not referred us to Evergreen. We feel so fortunate to be working with the professionals there, specifically Jim Dinsmore, Jesse Cornell and Lisa Lytle.

Jessica Mendoza Very professional. Informed me of a lot of misinformation I had regarding to credit repair. Will recommend his expertise.

bsalapek Quick, friendly and competent professionals, who charge very reasonable fees. Will be using every year from now on.

ron swauger Marlene is excellent. Knows the profession very well and is efficient at processing your notary needs.

Nick Ramondo Taylor has been invaluable in helping our family organize and consolidate our finances. He uses a holistic, organized, transparent approach tailored to our goals. What stands out most is his ability to provide financial guidance while considering the emotional aspect of large financial decisions. Since working with Taylor, we feel more confident about our familys financial health and can rest easy knowing he has our back. Highly recommend.

chris pachuilo I can see there are some bot accounts here adding their “reviews”. Very poor behavior from other companies. GL financial has provided the same consistent, transparent and lucrative service to me and my friends for the past 5 years. They have gone extra lengths to ensure they get you the most return back or little pay in as possible. There has never been an issue with any of my taxes the past 5 years, and I can say the same for those who I referred.