Flaherty Financial Services, LLC - Souderton (PA)

Lori Valencia Brianna was great in meeting us where we are and working with us to forge an even better plan for the future!

John U I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.

Fran Ragusa I’m living here for the past 5 years and I love it. It has camera’s throughout the building which makes me feel safe. The apartments are spacious with large closets,appliances,central air. Complex is clean. Manager and staff are great. Many activities that they provide that are fun to participate if you chose.

Debbie LaNasa Everyone is professional yet personal. I appreciate learning my options for retirement and moving forward. With their help, your goals are attained and you feel confident about the future.

Chris Del Vecchio Keith at Hawk Financial Group is amazing! Trying to navigate the market and personal finances during a time of such instability is not easy. Keith walked me through investment interests that made sense for me and my situation. He really cares about managing my accounts in a way I feel comfortable and is always available to answer questions and provide advice based on sound practice .

Ed Diller Andy was a great source for advice on every aspect of social security. My wife and I were able to maximize our benefits thanks to his guidance.

Stacey Milner Good bank with a personal touch. Ive been very happy with their services, and love the charm and personal connection of working with a smaller bank. Theyre rates have been competitive.

poker hands Wonderful experience with this bank. Everyone here is very polite and helpful. I Have been a member for years. I would highly recommend banking with this establishment.