Plan & Prosper Financial Partners - Exton (PA)

Josh Gellock Mike Assad is an incredible professional who has helped me understand my overall financial picture, both for the near future, and far. I feel confident with him by my side, managing my retirement portfolio.

Edith Ulrich Jason Weyforth has been so helpful to be for the last 4 years. I appreciate all he has done for me. He goes out of his way to help me with any questions I may have.

Jessica Gates Wonderful, fast service!!

Ruth Kemmerer I have a great respect for the diligence that this firm gives to customer service.

Shanita White Me and my family have been going here for many years absolutely love Mr. Booth great service and prices my only go to place for taxes

Marie Eckerd We have had nothing but the highest attention to detail to manage our financial picture. Couldn’t be happier with their service.

Linda Mattison Love these guys! Ethan and Beth are the best. All the reps in the office are great. I just seem to work with these two the most. They are very accommodating and friendly, very comfortable atmosphere.

B Moore The best service I could have asked for regarding for all my business and personal tax needs. Amy and Darlene are always available to me for questions regarding payroll. Wayne is very knowledgeable and patient with all my business related tax questions. I highly recommend them.