Margaret Emerson - Raymond James - Philadelphia (PA)

Sandra Gregory We started our business in 1985. When we decided to become incorporated Nancy guided us through the process. When Miles came on board he helped me with every little question I had. I could not have done it without both of them. They get an A++ from me. Sandy Gregory Gregory Equipment Inc.

Stephanie Volkar I have been a client of The Tax Lady for YEARS. I do not understand all these poor reviews. I wouldnt keep going to her if she wasnt amazing. Shes ethical and absolutely does her best to get the maximum return. Ive also had nothing but great interactions with her staff when Ive spoken with them Sorry to those who are mad that they didnt get money back, but thats not the accountants fault, blame the government lol.

Denise This firm has greatly helped my parents.

Dennis Brown Tim is professional, personable and has absolute integrity. You can’t go wrong seeking his expertise.

Mark Hacherl Fantastic auction. Staff are great to deal with and there is always a large selection of interesting items!

Ryan Bonacci Great service! Great Value! The best thing is that if you forget to make a payment because of the crazy world we live in they will give you a courtesy call. They are the BEST!!!

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.