Comprehensive Financial Associates - Harrisburg (PA)

Brian Egan Enough cannot be said about the level of professionalism with which Randy conducts his Wealth Management Firm – From the moment you sit down with Randy, you get a sense of ‘Why’ he is in the business. It is easy within the industry to strictly make it about dollars and cents, however, in Randy’s case, it is about dollars and making sense. Education, objectivity and accountability are the foundations upon which Warren Financial has built itself into a trusted and proven player in the Wealth Management world. Randy forges genuine partnerships with his clients and his philosophy lends itself to a collaboration of minds, finding the most appropriate balance of investments for each individual portfolio. Randy’s track record is a testament to the sound and measured investment advice he provides to all his clientele, however, it is the intangibles that set him apart from the rest. Whether you are looking for maximized return on investments or financial flexibility and security, it is actually the value proposition he provides in his authenticity that makes him a true industry leader.

DJdemon Shark Great people very polite and helpful. Gwen has been good to work with.

Sharon Elaine UPDATE: Wednesday, March 3rd. I received a call that my taxes were done and ready to be picked up. The lady was very nice as were the two in the office when I picked them up. Yes it took longer this year than in the past but this isnt a typical year...they had their own clientele plus those from Allegheny Tax, the IRS pushing back the date that you could start filing, the stimulus money plus the IRS electronic filing wasnt up. Overall, I am pleased. UPDATE: Tuesday, February 23rd I called to ask what the status of my income tax was, and spoke with a very nice lady who said that she remembered seeing mine and asked when I dropped it off which I answered last Monday. She said that it will be another week, and said the delay was because the IRS electronic filing was late getting up and running. PRIOR: Val from Allegheny Tax has done my taxes since 2016, and this year would have been no different. I had an appointment to drop off my taxes on Monday, February 15th at 1:00. It is now a week later and I have not heard from them. My taxes are not that complicated. My experience with the lady was pleasant. She waited patiently while I logged into my bank account to answer her questions regarding the stimulus payments. I was told that Val sold Allegheny Tax to Mark at DiGiorgio Financial Group (they grew up together), and that Val retired. I was also told that the electronic filing was not up for the IRS, and that they (DiGiorgio) never did electronic filing in the past so that was all new to them, and that in the past DiGiorgio always completed the paperwork and mailed it or returned it to the customer to mail. I will follow-up with them in a day or two about the status of my taxes and will update the review than.

Andrew Franco If you need financial advice, I highly recommend Dan Maloney! Dan really knows his stuff, and made the usually stressful process of creating a financial plan quick and easy!

Alexis Ninfo Jon was informative, precise and honest. Everything you could want in a Financial Advisor. Will highly recommend!

Joel Trimmer Tremendous service and responsiveness. The knowledgeable team made me feel very comfortable and confident. Great experience.

Amy Biemiller Thank you Franklin Retirement Solutions and Rob Quittner for 18 years of excellent guidance and service. Always happy to recommend you and the firm.

Kimberly Johnson Eric deserves 5 stars, his customer service was absolutely wonderful, this was my second visit with him within 2 years and he was the exact same. Very kind ,very knowledgeable as he explained the entire process, very patience in paying attention to my questions and concerns. I left my visit very pleased.