Taurus Wealth Management - Harrisburg (PA)

leka uila I contacted this firm requesting assistance with a financial matter. Apparently, their policy is that they will not meet with anyone UNLESS you guarantee that you will have them file your taxes. While the receptionist was admittedly new, I was told my request would be passed along. I gave the company about a week to contact me to see if they would be able to arrange to meet with me. No contact after a week. My question...how can I assess if I would like them to handle my taxes if they cant even be bothered to have a simple meeting with me where I could get a feel for the way the firm does business. Well, guess I know how they do business since they cant be bothered to follow up on a potential new client.

Theresa Stachera West Advisory group has been a great asset during our journey to retirement. They are always there when we have questions or just to reassure us when making decisions. They have our trust and confidence.

Ralph Dussia Have had vallones for years, always professional and easy to work with.

kerri moffatt Edward was excellent and very thorough. Very informative and so polite. Would recommend to anyone

Alisha Kroft Teri went above and beyond for me and did things that she didnt have to just to explain things and she really made me comfortable and I will ask for her especially every time I use h and r block in the future

J S As long as the library is closed to the general public it only gets 1 star. Zero if I could.

Sue Payne Stone Financial is always very helpful. Thank you Rob. I was able to set up access to my account.

Allen Walker I have been a client of The Ohagan Group for more than six years. They are absolutely the best in the business. My financial advisor, Greg Holland, is a consummate professional. Unlike advisors at other financial management firms, Greg really takes the time to understand my financial goals and objectives. My portfolio is actively managed and rebalanced on a very regular basis—unlike other firms who just dump my money in a mutual fund and let it stagnate there. I give The Ohagan Group my absolute highest recommendation; if I could give them six stars I would!