The Tax Place - Altoona (PA)

Donna It was an absolute delight to work with Concierge Financial Advisory. Constance Craig Mason is the consummate professional. Constance explains everything in a clear and concise manner. She genuinely cares about you as a person and wants to ensure you have a sound financial plan and legacy for your family. If you are looking for someone to assist you in your planning process do not hesitate to contact Concierge Financial Advisory. You will not regret it!!!

Nora Rynkiewicz Worst place for banking needs! Charge 5$ monthly for online banking. Direct deposit payments on weekends or holidays held and not available until after w/e or holiday. Only 2 locations, one in Wilkes-Barre and Nanticoke. Also had my credit card hacked and was charged 10$ to replace card. Try Wells Fargo that make direct deposit funds available a few days earlier or PNC that has many convenient locations. Anywhere but here!!!

Rick Slifka Me and 4 other family members terminated our entire multi-million $$$ relationship with this Oppenheimer agency for several reasons, here are only 4: 1. We purchased several large annuities totaling in excess of $600,000 through his firm. Here is the rub - Oppenheimer then reduced our managed-portfolio by that $600,0000, telling us those funds were no longer being managed by Oppenheimer. Please understand what happened here...this agency sold us the annuities, recd a huge commission for it, and then said our management fee could not be reduced because the size of our portfolio was now $600,000 less!!! When we fired this agency, they tried to keep us by FINALLY agreeing to reduce our fee to what it should have been . He never did! 2. In FEB 2013 through this same Agent we purchased a Whole Life insurance policy with a 1-time payment of $75,000...through a Met Life agent they brought in. Last year we learned that the policy had lapsed. After hours of discussions directly with Met Life, they agreed the agent failed to properly write up the policy, and agreed to supposedly re-write it claiming "Met Life agent error". We completed the necessary paperwork AND contacted our local Oppenheimer agent just to make him aware of what had occurred under his watch and through a sales rep he brought into the transaction> ... we never heard a reply. He of course, once again, got his commission off that policy in FEB 2013. Last week we recd from Met Life an Account Summary only to notice that our $350,000 face-value policy was now worth only $212,000. Our new, professionally astute and ethical financial advisory, learned directly from Met Life that "we do not sell 1-time premium whole life policies; your client purchased a policy with a $5000+ annual premium and a $70,000 rider". Needless to say we canceled the policy that day, FRI 2/24/17. 3: Some family members could not get hold of the Agent, I.E., emails and phone calls were not responded to. 4. I would strongly urge you to make it crystal clear to anyone in this agency to make you aware of every single investment decision. There were times when large sums of $$$ were fully invested invested into equities by the Oppenheimer agent . Finally, please understand that I and none of my family members are experienced financially educated/trained Advisors, annuity experts, nor are we licensed insurance agents. And because of that we always assumed the Agent was doing everything in our best interest...his fiduciary responsibility of every licensed advisor. Bottom line, please make sure that you always understand what is happening with your hard-earned money, make sure you understand what Fees you are being billed and if you decide to enter into any sort of arrangement with people THEY bring into their agency and are representing - you might want to get a 2nd opinion because you do not know what questions you need to ask! Good luck and keep in mind there are hundreds of high quality financial advisors in your community!

Bruno Rules I have known Cynthia Quinn and her staff for many years. We receive excellent service for my yearly Federal, State and local tax preparation. In addition, Cindy set up my self-employment retirement plan and she continues to gives me perfect financial guidance in the running on my small business. Cynthia is honest, driven and dedicated to her profession. I highly recommend M. Cynthia Quinn, CPA for all your accounting needs.

Madison Lilley The couple that runs this place are great people! Easy to work with! Would give 100 if I could. Most places are pushy or seem to hide things they are very straight forward and tell you up front about what they will or wont take. They also are rather quick as to look at items can take some more time than others. They are efficient and fast. I appreciate how kind they are as well. Very friendly and knowledgeable as well and they share the knowledge so you are aware too! Will recommend them to anyone looking to sell or buy similar items.

Roberto G This is a fake company that used to be another fake company called National Asset Management. (exact same address as before). If you look at Google Street View it is NOT a place of business. They had somehow gotten a hold of old collection accounts (which are no longer valid) from 5 years ago from a legitimate collection agency, stole the name and started harassing people for old balances. That was two years ago. Now they are Global Credit Solutions and are again harassing people for these illegitimate balances. While on the phone with someone from the company he started screaming at me and told me that he was going to "send people to your business to harass you every day until you pay what you owe!" He also used profanity and was very unprofessional. If they call, hang up. They have no legal standing to collect any debts. I was previously in contact with the PA Attorney Generals office about this and I am currently also placing a claim with the IL Attorney Generals office to see if we can get these guys to stop scamming people out of money that they do not owe.