Meridian Wealth Partners - Exton (PA)

Waxwing It was surprisingly casual for clearly professional work. Could not be happier. I’ll be getting my taxes done here going forward ❤️

Rebecca Frank Staff are very knowledgeable, kind and good at their jobs. Id recommend this group to anyone. Our stocks are doing great. And whether youre deciding to purchase new vs used car, budgeting, savings for kids school, whether to do the high deductible insurance vs reg,etc. You name it financially, they will research thoroughly. Then get back to you quickly, kindly, and fully knowledgeable for you to make the right decisions. Thank you tru North for all you have done for our family.

Derian C Juarez Taylor the agent over the phone helped me a lt finding th epolicy that suits me best

John Pearson Always a pleasure to work with Chris. He doesnt try to sway your decisions, just advise when you ask for an opinion.

Diane DenBleyker Weve been clients for quite a few years and continue to feel that we get personally service. Our financial goals are met and often go belong our expectations. I would highly recommend IAM Advisory!

Amber Tancar Great place, great environment and professional atmosphere! Would highly recommend to anyone that needs bookkeeping, payroll, taxes, etc completed.

Matthew Orosky Toad helped me out when I was in a tough spot. He is a decent man who among some of these reviews doesnt cast a good shadow. Well, you maybe got upset because you didnt get what you thought you should. Dont count Toad out because among popular belief the man has a heart and a buisness to run. Every good buisness man has to have thick skin my friends. Give him a chance. He is in Beaver FALLS. Tons of great stuff for sale at good prices. Remember he cant give his stuff away. Can you possibly imagine what he endures everyday? The b.s. he has to deal with. I wouldnt want his job. Bottom line my friends the man is human and will work with you fairly. Good job Toad!!!

D H This is a great place to bank. Its a credit union, and they often know you by name. They recently changed name from NFO Irvine to Kinzua federal credit union. With this came a new website and online banking system that seems to work quite a bit better than the old system.