K & K Financial Freedom Services - Exton (PA)

joseph LORENZO They do our taxes they do a very good job and theyre not real expensive I recommend them

Tina Cunningham The expertise of John Coleman and his assistant Lisa are exemplary. They were extremely astute to my needs and treated me with the utmost respect. Upon entering the office my husband and I were warmly, sincerely greeted by the front desk executive who ensured we were comfortable while waiting to meet with our financial advisor. The entire process of meeting with our financial advisor John Coleman was very comfortable and I would highly recommend him and his assistant Lisa to anyone for financial management and investment planning. Extremely trustworthy and knowledgeable.........

E. Cameron Hitchcock Tom Hauber and the advisors he has mentored here, are the best. What we look for in a financial advisor is excellent character, which this office has in abundance. I have been with multiple advisors over the years and CorePlan Wealth Management has all the best ingredients. I suggest coming in for a consultation, or at least give them a call if you are considering getting a Financial Planner

Mollie Su After calling Monday morning (9:15) first checking online and saw that it said, "usually not too busy" at that time, I said I wanted to open a checking account and could I make an appointment. I was asked to be put on hold and there I sat...for over three minutes. Sorry, but it may not sound like a long time, but waiting for someone to help you out on the phone...it is...

Jay Harrison Roy, Jason and their team are fantastic to work with. Everyone is courteous, respectful and professional. Their personal approach to creating a firm financial foundation removes the stress of planning for retirement. We highly recommend them to anyone concerned about their financial future.