Philadelphia, PA Branch Office - UBS Financial Services Inc. - Philadelphia (PA)

Tracy Zrenchak Very friendly office staff, they care about you and your investments like family. Joe and Mike are very knowledgeable and work very hard to help you build a profitable portfolio. Highly recommend them!

Barb Murphy I cant say enough good about this business. Brock was advisor to my husband with his years at Fox Pools. I was rarely involved, content to let my husband and Brock work it all out. Larry trusted Brock implicitly, and therefore, since Larry recently passed, I was just "out there" with our finances, but have the best money manager I can ever imagine in Brock. I am learning, slowly, but with his guidance (and patience!) I have peace and confidence in not only Brock, but in this company. I also must give a shoutout to Jessica, who also has extreme patience with my questions and she is always on top of things. I am so thankful for this Group!

Donald Staab If your nervous about doing your own taxes but also dont want to get robbed by the big tax service companies, go to Monahans. Super friendly ladies will get your taxes done and filed quickly. Take my word on this, give Monahans a call.

Eric Very helpful, great at breaking down the details & thoroughly explaining things.

John U I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.