Principal Financial Group - Titusville (PA)

Jen Fay We have used Lisa and her team for several years to do our taxes. She is efficient and well versed in tax law.She is quick to respond to questions and goes above an beyond. She assisted us with an audit by the IRS after filing and helped us fill out necessary paperwork. We moved 3 hours from where her business is located and continue to still utilize her services.

Kathleen Cox Not a long wait. Helpful staff and case workers. In a great location, has ample parking. They have documents on hand, they can help photo copy your important documents that you need to drop off and scan them in for you for your case worker. I am so happy that I dont have to drive to Norristown to have my needs met.

Tom G High fees for everything he invests your money in. Find an ethical financial planner.

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

Cassidy Norman Highly professional advisors and staff made investing easy for me as a young professional. Online tools make access seamless for me when I want to check progress of my accounts. Thank you to a wonderful team! They are the BEST!

Jackie Beem Chris is an experienced financial advisor who is passionate about his work. He has maintained a personal relationship with me and inspires a real sense of confidence and trust. Because he has taken time to get to know me well, he is able to take a holistic approach when considering options for my financial plan. Chris has a deep knowledge of financial concepts and encourages spending time with me throughout the year to keep me updated and answer my questions. I have recommended Chris’s services to family and friends, all of whom are very satisfied.