Candice Tohme - Morgan Stanley - Wilkes-Barre (PA)

Julia Herbst Eric Orlovsky Tax Services is excellent! He has prepared my husbands taxes for his income and business for decades and we have continued to use his services even now after we moved out of state! Self employment, rental properties, sale of homes, estimated withholdings, gaps in employment - you name it he handles it promptly and expertly. This is a business professional you can trust. The communication is easy and flexible! Eric has a way of explaining all the financial consequences and tax variables clearly so we can make informed decisions. We value his advice and service as top notch and highly recommend him.

Axel Foley My wife and I just had the pleasure of reviewing our current retirement planning with the folks at MTM Financial Group. Everyone from Susan who answered the phone to take our appointment to Daryl and Bill who met with us to review our status were courteous and professional. They advertise that any initial consultation is free and done as a courtesy and they were true to their word - not once did they try to commit us to any future obligation or sell us any services. Would highly recommend them to anyone.

Kevin Alamo American Capital Express helped us secure fast business funding and maximize our business credit to fuel growth. Bladimir’s knowledge, professionalism, and step-by-step guidance made the process seamless. Highly recommend for any business seeking reliable financing solutions.

Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!