Marshall Financial Group - Doylestown (PA)

Killez I’ve been going here since I was 16 and it’s always quick, clean and straight to the point but the homeless people around there shouldn’t be allowed to just wait around. It’s annoying when they stare at you with their puppy eyes.

Rachel Robinson I have always had excellent customer service and cannot complain.

Paul Plamondon My husband and I have been working with Spencer Harrison from McAdam over the last 4 months to piece together a reliable approach to investing our retirement funds. Spencer exceeded our expectations. He is knowledgeable, considerate, thoughtful, thorough, patient, reliable and an absolute delight to work with. He made the entire experience go from overwhelming to easily manageable. He listened to what we had to say and he and his McAdam team built an investment strategy that resonated with us and aligned with our stated goals and needs. I give Spencer Harrison and McAdam Financial my highest recommendation.

Steve Dotter Bill has been my financial advisor for years. He is always available and always gives sound advice . He has helped prepare me for the future and retirement years. I highly recommend.

Dawn Meyer Dustin Laurie is a very professional and easy man to work with on financial issues. He sits and goes over everything so you can easily understand. The time frame to get your issues settled is very fast. He is also very affordable. We like working with him.

Cassandra Fleeson I have such a great experience working with McClure & Wolf every tax season. Everyone is knowledgeable, professional and honest. Exceptional company. Ive been using them to file my business account and have been very pleased. Highly recommend!

Thomas Laubscher My wife and I have been clients since January 2023 and have been completely satisfied with Cornerstone Portfolios. We were with another financial planner for many years and were unsure of making a change to another company but Im glad we did. Dave analyzed our financial situation and made some great recommendations. We are retired now, and we have great investments that have increased steadily in value while providing protection against loss in a declining market. Dave is always available for any question or concerns we may have. No pressure always.