Cuso Financial Services LP - Thorndale (PA)

Tony C We officially started with DB Root in March 2023, and we could not possibly be happier. We were referred by a family member and only regret not starting sooner. Jeremy, Taylor and Jody have been gracious, responsive and thorough. Every question weve had (which have been many) has been responded to quickly and again, thoroughly. My wife and I lost our jobs at the same time and there was a lot of uncertainty...what to do with 401K, company stocks, etc. We were looking for guidance and instruction throughout the process and thats exactly what we have received. We look forward to a continued great relationship for years to come.

Robert Bickerton Working with Benchhmark Financial Advisors has been a great experience. Their team is professional, knowledgeable, and incredibly responsive. They consistently deliver high-quality results and go above and beyond to ensure everything runs smoothly. Its clear they truly care about their clients and take pride in their work. Looking forward to continuing our partnership!

MAURICE MYERS I had an excellent experience with Parker Financial Services, especially working with Brett. From the moment we met, he was professional, knowledgeable, and took the time to break down complex financial matters in a way that was easy to understand. His attention to detail and commitment to ensuring everything was handled correctly gave me complete confidence in his work. Brett went above and beyond to provide valuable insights and advice tailored to my needs. The entire process was smooth, efficient, and stress-free. If you’re looking for an accountant who truly cares about your financial success, I highly recommend Parker Financial Services!

Marsha Chesbro Very nice. I had to cancel my appointment because I injured my back.

Joe King Great staff and always willing to help when needed!

Travis Ezin All I want for Christmas is that Michael said to Jim, " wash the windows, and grow the stache".