Herbein + Company, Inc. - Reading, PA - Reading (PA)

Dan Kohler I am writing this letter to recommend John Bentley, CFP, for your estate planning, individual/family, and business needs. Bentley is responsible for monitoring key financial indicators and maintaining financial performance in accordance with the financial and estate plan, and he did nothing but an excellent job. Bentley completes assessing financial status and indicators, conducting market analysis, and completing cost analysis, ROI, among other things. He conducts extensive financial research and comprehensive statistical monitoring and analysis. His attention to detail and skill allowed us to achieve financial success, and he played a critical role in maintaining the growth of capital and developing financial planning tools. Bentley always provides valuable insights, financial recommendations and hedges. His work is consistently excellent, and therefore I recommend him highly. Regards, Daniel Kohler

Phyllis Gibson Elwonger Wonderful staff. Highly recommend

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.

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.

Mike Murphy Mr. Egan has invested my money well over the last 40 years !!!

Hannah Makarevich Weve gone to Pat for our taxes for over 5 years now. My parents have gone to him for much longer than that. Hes super knowledgeable, and weve had zero issues with our filings. Would highly recommend!

Mark Kopsack Get things done quickly and take the worry out of retirement planning. Highly recommend.