Frentzen Financial Solutions - Perkasie (PA)

Timothy S My wife and I have been clients of Marion Wealth Management Group for about 15 years because of the following reasons: 1) They are a fiduciary with our financial interests paramount. 2)They are very accessible, promptly responding to all of our queries. 3) They explain the details of our investments in terms easily understood. 4) They are able to structure our investments to satisfy both my wife (conservative) and my (moderately aggressive) risk profiles. 5) At their website they have elaborate financial software analysis, reporting and forecasting programs. 6) Mike Marion, Managing Partner, Jeff Lott, Partner and their office staff are all very nice and pleasant to talk with. 7) We trust them and have achieved financial peace of mind working with them.

Anna Ziegler Had to cancel because I lost my job and 2 months later they are still taking money out of my account and making me over drawn. Have called multiple times to get that money back and they have given me no response. If it was canceled 2 months ago I want that money back when I havent used your services.

Gary Shimmel Easy to deal with, not pushy, decent interest rate and terms. Great experience as a first time customer

Martina Kubíková At least 3 years of experience and joint cooperation in completing tax returns for our foreign clients. Prompt preparation of Returns - Giving exact instruction in one email - Providing exact timescale for preparation of Returns - We receive objective recommendations. Thank you. CEVE s.r.o.