Focus Partners Wealth - New Castle (PA)

Jeff Click Geo Ken must be confused with how rating an office works. Tom has been my financial advisor for years. He walks me through the entire process of what is happening with my money and explains everything in detail so I can understand what Im doing. I now live in a different state, but Tom has been great to me, so I will be keeping my money with him and Edward Jones. Thanks Tom!

Jennifer Sacco Tim, thank you for your exceptional customer service and for sharing your expertise throughout the refinance process. Your knowledge made everything so much easier, and it was truly a pleasure working with you. I really appreciate all your help and professionalism. Thanks again!”

Jeffrey Bundy Where is this place around me

mark whittaker After a terrible and costly error by my old financial advisor. It cost me thousands and thousands of dollars and he didnt seem to care. . I moved on . to Max House he was extremely helpful and supportive . He is making more money for us than the old one also. I highly recommend him.

Chic McKnelly Working with Nicole is so easy. We have dealt with so many tax prep professionals over the years and she is by far the best. She is honest and trustworthy. She gives us the confidence and guidance to move through the tax process with ease. Any questions we have are answered quickly. She provides alternatives to preparing for the next tax year and reasons for doing each. She is very accessible (except this wacky year). I would highly recommend her to anyone looking for an upgrade in their tax prep.

Daryl Hines Very knowledgeable with investment portfolio management.