Kersey & Associates, PC - Warren (PA)

John U I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.

J MJR I have no idea if this is a legit firm. Poor value, there is no performance return, all they do is act like a savings bank account but deduct amount in the form of various fee. The investment options they provide is poor. It seems more like they get our money and do their own investment and the customer gets no return. Plus their customer service runs like a family business - poorly trained unprofessional agents working from home and has no interest in providing you any information. They make you feel guilty for calling them and enquiring about your retirement investment. The pre-tax saving is not worth putting up with this seemingly con firm.

Shawn Deaton Working with Andy has been a game-changer for my financial future. He combines deep knowledge with a genuine, client-first approach that makes you feel confident and supported every step of the way. Andy took the time to understand my goals, walked me through my options clearly, and built a plan that actually feels achievable—and tailored to me. Whether it was budgeting, investing, or planning for retirement, Andy made complex topics easy to understand without ever being condescending. He’s always responsive, detail-oriented, and thoughtful in his advice. I truly trust his guidance and can’t imagine managing my finances without him now. If youre looking for a financial planner who is both highly skilled and sincerely cares about your success, Andy is the one. I cant recommend him enough! Shawn

Steven Orlowski Outstanding.

Matt Gamecocks Mark is very professional and knowledge. He was great to work with and is top notch. He is someone I would highly recommend for all financial needs.