Tiffani Linn Tita - Private Wealth Advisor, Ameriprise Financial Services, LLC - Easton (PA)

Patrick Shea Very helpful in explaining issues...........

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.

JK Jenkins Mostly always accommodating

Vivian Oaks Keeping track of our financials with Brian. He makes sure were doing ok and encourages us in keeping our money safe and growing. Brian is a great guy - so nice to work with someone we can trust to keep us comfortable in our retirement.

Andrew Smith I know it’s it’s not the best rates, but , you guys been there for me. Quick fix. I travel and find it hard to get the time to take care of my obligations.. I reached out this time. Needing quick help. The next day you guys took care of me. I’m now back on track. Thank you.

Paul Plamondon My husband and I have been working with Spencer Harrison from McAdam over the last 4 months to piece together a reliable approach to investing our retirement funds. Spencer exceeded our expectations. He is knowledgeable, considerate, thoughtful, thorough, patient, reliable and an absolute delight to work with. He made the entire experience go from overwhelming to easily manageable. He listened to what we had to say and he and his McAdam team built an investment strategy that resonated with us and aligned with our stated goals and needs. I give Spencer Harrison and McAdam Financial my highest recommendation.

Jack DeBardeleben BB&T Market Leader Alicia Blount successfully opened an estate account for my mother when others had been unable to. Her subject matter expertise and customer service skills were outstanding. Im a long-term BB&T/TRUIST customer because of her.

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