Boucher Agency - Elizabeth (PA)

Clay Dawson Brookhouse Advisors has been managing a few accounts for me for several years and I have been very pleased with the results. Brookhouse does their homework, makes well informed decisions, and does a fantastic job of keeping myself as well as all of their other clients updated on current economic conditions and the thought process behind the positioning of portfolios. Brookhouse has also been a tremendous help with personal financial questions/situations as well, such as budgeting advice. I would recommend Brookhouse Advisors to any of my friends/family and professional acquaintances.

Paul Plamondon My husband and I have been working with Spencer Harrison from McAdam over the last 4 months to piece together a reliable approach to investing our retirement funds. Spencer exceeded our expectations. He is knowledgeable, considerate, thoughtful, thorough, patient, reliable and an absolute delight to work with. He made the entire experience go from overwhelming to easily manageable. He listened to what we had to say and he and his McAdam team built an investment strategy that resonated with us and aligned with our stated goals and needs. I give Spencer Harrison and McAdam Financial my highest recommendation.

Josh Putnam They love to send spam mail, its easily their favorite thing ever.

Tonya Harvey Greeno Tax & Financial Strategies is hands down the best experience I’ve ever had with a tax professional. They don’t just file your taxes. They strategize with you to help you keep more of your money and grow it. I came in looking for tax help and left with a real financial game plan. They explained everything in a way that made sense, identified money I didn’t even realize I was leaving on the table, and gave me practical steps to build long-term wealth.

Ben Shea If you value your money or investments, steer clear from this firm. You’d like to have your taxes done on time? It Won’t happen here.. Lessons learned, take my word, save your time and money. The owner of this failing firm will turn his back on you the minute you sign on.