City Treasurer - Farrell (PA)

Joshua Gorman Great communication and has always been available to answer questions. Very approachable and makes me feel like a valued customer.

Ryan H Very knowledgeable and had a good way of explaining the answers all my financial questions!

Jen Fay We have used Lisa and her team for several years to do our taxes. She is efficient and well versed in tax law.She is quick to respond to questions and goes above an beyond. She assisted us with an audit by the IRS after filing and helped us fill out necessary paperwork. We moved 3 hours from where her business is located and continue to still utilize her services.

Christopher Batdorf Cant be any happier! Michael and Debbie are awesome...

Aaron Stull I recommend PWA Wealth Management and Keith Biskup.

J MJR I have no idea if this is a legit firm. Poor value, there is no performance return, all they do is act like a savings bank account but deduct amount in the form of various fee. The investment options they provide is poor. It seems more like they get our money and do their own investment and the customer gets no return. Plus their customer service runs like a family business - poorly trained unprofessional agents working from home and has no interest in providing you any information. They make you feel guilty for calling them and enquiring about your retirement investment. The pre-tax saving is not worth putting up with this seemingly con firm.