Mark Dobroskey - Thrivent - Reading (PA)

John My wife and I have been clients of Grandview asset management for the last 5+ years. The level of professionalism experience is outstanding. Bill has managed our portfolio with expert hands. I can highly recommend Bill Parker as a trusted and reliable advisor

Carolyn Kross David Joseph has to manage my investments and he never returns my calls and has been inaccessible for nearly two years. Perhaps you need a minimum amount of money to get his attention/ recalls which apparently I do not have. Unless you are rich he will ghost you and that is unacceptable.

sl29 I just had my first meeting with Lisa for help with my buisness taxes and I have to say I walked in not knowing if she would be a good fit to help me as a small business owner. During our first meeting she related to my situation so well and shared her experiences and let me know that she can get me on track to meet my goals. I left with such a great feeling of adding the right person to my small team!

JK Jenkins Mostly always accommodating