Neill Financial Group - Ameriprise Financial Services, LLC - Philadelphia (PA)

Alisha Kroft Teri went above and beyond for me and did things that she didnt have to just to explain things and she really made me comfortable and I will ask for her especially every time I use h and r block in the future

Kate Gigliotti Working with Julie has been a lifesaver for our family! Doing our own taxes and using H&R block for years before finding her, we could not believe how easy it was to get our return in a timely fashion. We were feeling very overwhelmed with multiple W2s and a new mortgage, and Julie worked with us to make sure we took advantage of every credit and got a great return. She also helped us when we received a bill for missed taxes from a previous return we had submitted with H&R block years before. She was able to take a bill for over $2000 and, through her research and diligence, prove that we only owed $85. I was so relieved! I am extremely impressed with her professionalism and attention to detail. Communication has been prompt and very clear. I would highly recommend Financial Allies!

Financial Strategies & Designs Inc The staff is courteous, efficient and very Intune with our needs. We highly recommend for your Financial Plannng needs

D. Wit Fantastic financial strategist. He explains financial paths you can take and the investments it takes to achieve your goals. It also helps that he makes it easier to understand for non saavy investors like myself.

Raine H. I contacted Walter F. of Wealth Financial Services with an issue concerning home owners insurance. In a matter of hours, not days or weeks later, Walter resolved every issue and saved me over $3500 as an added bonus. It is hard to find trustworthy insurance agents, but my experience with Walter has made me a client for life.

Joe Hubbes Customer service support is fantastic! I had Michelle Brooks helping me and she was awesome. Very nice and professional. She quickly resolved my issue with ease.

Kristen Hess Amazing people to work with! Always so kind, responsive, and helped us save so much money! Highly recommending them for any financial services you need.

Jackie Marie I have had to live on $75: a week , it took me literally from Dec 1 , 2023 to April ,2024 of me asking over and over for my money to replace my broken phone they do take out a fee of my money to mail me a check I do not get any statements of what I have each month . Thumbs up it was impossible to receive a call back from them leaving messages upon messages somehow I ended up not having anything saved through this whole time I have been trying to play catch up with groceries personal needs etc since day one until this day September 20 but recently here for the last couple months didnt call backs had been awesome usually the same day or the next day I will receive response get money has become so much easier I have been able to call them tell them what I need how much and they have sent the check out that day or if not by the next day so they have been more enjoyable and more easier to work with so I have to give them a higher. There are still a little something that need to be worked on getting statements each month for how much and where my money being spent how much is saved but I do have a lot less complaints towards them I hope they keep on improving and doing a better job . I do not give a statement saying where my money went what bills are paid what they keep up for me I have requested all months since and was expressed she couldnt I honestly think I have not proven yet I am in the process that money of mine is missing it doesnt add up right .