Social Security Administration - New Castle (PA)

Fierce Gypsy Tammy is wonderful. She is trying to help me and I am so grateful for her. My father passed away and left me his half of our house that we built when I was 16. 2 days after he passed I was viciously attacked by a dog at work and had to have surgery to repair the nerve damage and other injuries that were done to my dominate arm, wrist, hand and shoulder. I havent been able to work for 6 months and am in the process of losing everything I have because of it. Tammy is doing what she can to help me save my house and keep my utilities on. Thank you for everything Tammy. You are awesome, even if I do lose my house you did everything to try and help. God will bless you tenfold.

Matthew Shingara Dave was very helpful with our taxes. He was really fast and took the the time to help my wife and I understand how deductions are handled. I highly recommend him for tax prep.

Phil Lapp This is the best 401K provider and financial planners around! They have a solid team of people.

julie ayers My experience is always polite and helpful.

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.