Quadrant Private Wealth - Center Valley (PA)

Hykeem Wells Concerned folks.

Kathy Higham We inherited a pretty complicated estate which also involves a disabled brother who we manage all aspects of his life. The team at Evergreen has earned our trust wading through all of the ins and outs dealing with many out of State issues, tax issues and trusts. They have managed our money flawlessly, referring us to other trusted professionals for our team when needed and had fantastic communication all the way. We shudder to think of where we would be had our attorney Jim Malee not referred us to Evergreen. We feel so fortunate to be working with the professionals there, specifically Jim Dinsmore, Jesse Cornell and Lisa Lytle.

Karen Babcock Slowest bank ever, maybe another teller or two would be a good idea.

Martina Kubíková At least 3 years of experience and joint cooperation in completing tax returns for our foreign clients. Prompt preparation of Returns - Giving exact instruction in one email - Providing exact timescale for preparation of Returns - We receive objective recommendations. Thank you. CEVE s.r.o.