Pittsburgh Wealth Management Group - Sewickley (PA)

Jim Deibert Professional & knowledgeable financial advisors. Have been using them for many years.

Larry Never a problem, the girls are hard working, curtious, and very friendly. Look forward going there.

Sharon Elaine UPDATE: Wednesday, March 3rd. I received a call that my taxes were done and ready to be picked up. The lady was very nice as were the two in the office when I picked them up. Yes it took longer this year than in the past but this isnt a typical year...they had their own clientele plus those from Allegheny Tax, the IRS pushing back the date that you could start filing, the stimulus money plus the IRS electronic filing wasnt up. Overall, I am pleased. UPDATE: Tuesday, February 23rd I called to ask what the status of my income tax was, and spoke with a very nice lady who said that she remembered seeing mine and asked when I dropped it off which I answered last Monday. She said that it will be another week, and said the delay was because the IRS electronic filing was late getting up and running. PRIOR: Val from Allegheny Tax has done my taxes since 2016, and this year would have been no different. I had an appointment to drop off my taxes on Monday, February 15th at 1:00. It is now a week later and I have not heard from them. My taxes are not that complicated. My experience with the lady was pleasant. She waited patiently while I logged into my bank account to answer her questions regarding the stimulus payments. I was told that Val sold Allegheny Tax to Mark at DiGiorgio Financial Group (they grew up together), and that Val retired. I was also told that the electronic filing was not up for the IRS, and that they (DiGiorgio) never did electronic filing in the past so that was all new to them, and that in the past DiGiorgio always completed the paperwork and mailed it or returned it to the customer to mail. I will follow-up with them in a day or two about the status of my taxes and will update the review than.

d dou Without a doubt, I plan on returning to Trispagonas Insurance for their wonderful care to detail, customer experience, and overall pleasant nature. I contacted Tom for guidance about my mother’s life insurance needs as she approaches retirement. During our fruitful conversation, he provided me with a wealth of information and insight about life insurance and her potential options. Despite the fact that I needed to provide more concrete information, Tom was extremely polite and forthcoming with his support. So much so, that I mentioned wanting new car insurance. Within the blink of an eye, Tom set me up with a better plan (saving me hundreds/year while adding features) and with my permission cancelled my current car insurance, hassle free. I could not have asked for a better experience. Also, during our initial conversation I noted that some of the many upsides of working with Tom include his strong background in multiple insurance policies and financial planning. He is also licensed in multiple states and has the knowledge background to prove it. I absolutely plan on returning to Trispagonas Insurance for more services as it can be hard to find an earnest, hard working individual such as Tom for these types of services. Thanks again Tom!

Brianna Eklund Thoughtful and courteous