Crossroads Financial - Dickson City (PA)

Tonya Harvey Greeno Tax & Financial Strategies is hands down the best experience I’ve ever had with a tax professional. They don’t just file your taxes. They strategize with you to help you keep more of your money and grow it. I came in looking for tax help and left with a real financial game plan. They explained everything in a way that made sense, identified money I didn’t even realize I was leaving on the table, and gave me practical steps to build long-term wealth.

Jeffrey Bundy Where is this place around me

Kathy McAndrew We have been with the Botkins since the 1990s and we would not trust anyone else to guide our investments. They are very responsive and touch base often with their clients. We have a formal meeting and recap of investments once a year. They return our calls with any questions we may have.. This is such a pleasure compared to what we had before with other financial planning groups. The Botkin Family Wealth Management group are first class and we would highly recommend that you arrange a meeting with them to see if they are a fit for you. You will not be disappointed. They educate their clients multiple times a year through ZOOM meetings and have guest speakers, experts in their field. We always want to learn for better understanding. We are very satisfied with this company.

J S As long as the library is closed to the general public it only gets 1 star. Zero if I could.

Rick Brocious Katie was absolutely fantastic and helpful.

James Lewis Sequinox has been a great organization to work with. With Sequinox, there have been no dumb financial questions! We feel like the staff are family. Their caring and helpful approach has gone a long way in building our relationship. Thank you Mike!