CM Financial Advisors LLC - Wyomissing (PA)

Christen Adomako-Kufour Does a great job and getting his customers tax refunds filed and accurate.

albert martino Alan is great to work with! He is available to accommodate a small business owners crazy schedule and truly cares about helping his clients.

Gayle Stahlman Excellent experience from the time I called to set up an appointment to the actual face-to-face to the application process for my new insurance. I highly recommend using Marley for your personal insurance needs. Cari was so helpful in finding the perfect health insurance policy to meet my needs. And I appreciate that I am not paying for things that are not needed or that go against my Christian values.

John Wilson My wife and I have been very happy with Mike Nedreski and the staff at White Oak Wealth Partners. Mike has looked after our investments for over thirty years. He has set us up into a sound investment program that aided us in putting our three children through college and establishing our investment program for retirement along with a very good the Long Term Care insurance program. The personal attention Mike, Amy, Tiffany and Travis always give to the concerns we may have over our investments is much appreciated . My wife and I highly recommend Mike and his White Oak team!

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

Martina Kubíková At least 3 years of experience and joint cooperation in completing tax returns for our foreign clients. Prompt preparation of Returns - Giving exact instruction in one email - Providing exact timescale for preparation of Returns - We receive objective recommendations. Thank you. CEVE s.r.o.