Clark & Goshow Financial Strategies Group - Exton (PA)

Crystal Burnsworth Never in the office when he needs to be. He only opens his office for 4 months out of the year. Nobody ever answers the phone. Even the local courthouse doesnt know how to get a hold of him.

Samantha McCartney I spoke with Kristin Borger and was the absolute best consultation I have ever had. I am very confident that she will represent us to the best of her abilities. Thank you so much for such a great consultation. Cant wait to start working with you.

Frankie Brooke helped me navigate the confusing US health insurance landscape. She took the time to listen and shared her knowledge in an empathetic way. Gracias!

Greg Rath Been doing my taxes for many many years like 20+ and I keep going back. They are busy but do an amazing job with different t options like in person tax or drop off and a wide spread of hours for appointments

Bonnie Hoover A Winning Formula! Roseville Wealth Management Group is the place to trust for comprehensive care of all aspects of your financial future. Their expert advisors provide reassuring guidance and explain options patiently and thoroughly. We rely upon them for not only successful investment strategies, but also for their valuable expertise in tax preparation and various long-term care / health insurance needs. It is much easier to get a good night’s sleep knowing that our managers, Matt, Jeffrey, Alec, Jacob, Michelle, and Abigail, and the rest of the Roseville Management team have our best interests in mind.

Shawn Finn Very nice office and friendly staff!

Rosso Nero Its been a clown show since my mortgages were shipped to BSI, but I held my tongue. As long as I could. I got the conversion paperwork and went online to activate my account. I did so, and set up auto-pay for my first mortgage. I then tried to add the second mortgage, but couldnt. I called customer service only to be told I couldnt add my other mortgages (I have rentals) to my online account, I would have to create separate logins for each of them. I dont know what Windows95 application BSI uses to process payments, but I decided against setting up a bunch of separate accounts, and, as I would have done in 1985, filled out paperwork and mailed it to them authorizing auto pay. It turns out to be a good thing I did, because the autopay request I submitted on their website only worked twice and today I received a past due notice for funds that should have been processed automatically. So I will go ahead and mail paperwork for the final account along with a check for the past due amount.