Liberty Tax - Coatesville (PA)

A.V. Perkins If want to anything with real estate Parris Consulting is the way to go. The way they break down the process is truly amazing. THANK YOU!

Gillian Springer I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.

Warren Tyson Mike and his team have provided my wife and I excellent and competent financial advice. I highly recommend their services to a broad range of clients.

nev I had to meet with a loan officer for the first time today, and let me tell you: whatever Shannon G. is getting paid, its not enough! She was so patient with me and explained everything thoroughly and repeatedly and helped ease the confusion I had about all of the terminology. She was completely amazing and I feel confident going to her again if I need anything!