Joseph P Krugel Jr - Financial Advisor, Ameriprise Financial Services, LLC - Wilkes-Barre (PA)

Donna It was an absolute delight to work with Concierge Financial Advisory. Constance Craig Mason is the consummate professional. Constance explains everything in a clear and concise manner. She genuinely cares about you as a person and wants to ensure you have a sound financial plan and legacy for your family. If you are looking for someone to assist you in your planning process do not hesitate to contact Concierge Financial Advisory. You will not regret it!!!

Jackie Beem Chris is an experienced financial advisor who is passionate about his work. He has maintained a personal relationship with me and inspires a real sense of confidence and trust. Because he has taken time to get to know me well, he is able to take a holistic approach when considering options for my financial plan. Chris has a deep knowledge of financial concepts and encourages spending time with me throughout the year to keep me updated and answer my questions. I have recommended Chris’s services to family and friends, all of whom are very satisfied.

Bruce Walder Very professional and attentive to the customers needs

Jen Fay We have used Lisa and her team for several years to do our taxes. She is efficient and well versed in tax law.She is quick to respond to questions and goes above an beyond. She assisted us with an audit by the IRS after filing and helped us fill out necessary paperwork. We moved 3 hours from where her business is located and continue to still utilize her services.

John Augustin Honestly Ive had nothing but good experiences using H&R Block for my tax needs. The staff is always very friendly and helpful, and get me in and out very fast while still being thorough. I highly reccomend them, and will be returning here for all of my future tax needs.