Plan & Prosper Financial Partners - Exton (PA)

Peri Kaplan Working with Shay has been life changing for me! She has helped me get on track to pay off debt quickly while establishing savings at the same time. She has taught me how to budget, plan and save. I am no longer living pay check to pay check. I highly recommend Shay!!

rich interewicz Bankers has helped me make better financial decisions with regards to retirement planning. My agent was very helpful and extremely knowledgeable.

Bernice G I was very pleased with the service. Glady is very Kind and Professional. Its my second time coming back to do my taxes with her and definitely will keep coming back.

Tyler Staab Kelley Financial Group has been a pleasure to work with. Davisson in particular has been extremely helpful and responsive in ensuring that our company has the best options for financial planning for our employees. Would highly recommend Kelley Financial Group.

Liz Powell A great place for exercise and socializing. A wide variety of activities and a warm and friendly staff. Highly recommend!!

George Wood We go here every year and are never disappointed. In and out in 30-45 minutes, fair price to have someone else doing something that would absolutely drive me crazy. Great local business, glad to support them.

michelle Cox they are good

Scott Robeson We have worked with Ray Haines and his associates for 30 years. They are always wonderful to work with. We would highly recommend their services to anyone who is looking for a CPA who is trustworthy, knowledgeable, friendly, and highly professional.

Jessica This is the first time weve had a financial company actually listen to us and to our needs as a family and business owners. Then gave us exactly what we needed and wanted. Along every step of the way, we were 100% comfortable and made to feel that way. They explained everything in a clear way, even our stupid questions! Gratton and Kerr goes above and beyond! I look forward to working with them for many many years to come!