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Recent Finance Advising Reviews in Harrisburg

  • F
    One Source Business Solutions LLC
    We am completely disappointed in their services. Particularly Jeff Shelly. The ONLY thing Jeff Shelly did to sell our company is to post the sale on two websites.... Not even facebook. He got a phone call from the website and told them to call us direct. That is all he did for a 12% commission. We understand that we signed an agreement and we will honor that and already expressed my dissatisfaction of them not holding up ANY part of their contract. We went through MONTHS of not knowing or understanding the process with absolutely no direction from this company. We don't even think they realized when the company was sold to even collect the commission except for the fact that we contacted them! We have already contacted the company that recommended them and told them that our opinion of them is tarnished because they recommended such a terribly unprofessional and almost unethical. I would not recommend them to sell a Childs lemonade stand.
    - Michelle H.
  • A
    JEFFREY S COHICK ASSOC
    The results and information were excellent. The entire staff is very friendly, informative and professional. I would highly recommend this business.
    - Joe S.
  • A
    William J. Sumski
    We went through 4 different financial planners before meeting William Sumski what he did for us is AMAZING we could not be HAPPIER recommend anyone to use this Financial Planner
    - (Butch) Marlin N.
  • A
    FMA Advisory Inc
    I got completely disenchanted with my previous adviser. They do a very good job. The pricing is appropriate.
    - Edward C.
  • A
    Primerica Financial Services
    Overall it went very well. Even though I was skeptical at first, Keith did such a great job explaining everything and putting us at ease. After our first meeting, we decided to proceed with the legal services for our estate and living wills. After we signed up for the services, we received an easy to understand packet to complete and send back to create the estate and living wills. Within a couple weeks, all the documents were completed and we were all set! I can't think of a way it could have been easier or more cost effective! So when we're ready to sell our house in the spring, we will certainly look to Keith for guidance in that area!
    - Christine W.
  • A
    Merrill Lynch Harrisburg
    They're really honest and good. They're also very friendly and very helpful. They have a lovely office. They don't charge you anything unless they do something. They're very professional. I'll be with them, until death do us part. They've taken care of everything. I'll give them an A for overall experience but I suspect that's because of the representative that deals with me.
    - Nancy S.
  • A
    Master's Advisors Inc
    We heard of Masters Advisors from the Christian Radio station we listen to everyday. We searched their website and read the background of each advisor in the group. We did not know Michael Schwartz. We chose him because we liked his background. It was a good decision. We feel comfortable with him.
    - Edwin N.
  • A
    Wellington Adams
    I had 5 requirements: I did not want to lose principal, I wanted to gain a modest amount of interest, minimize my overall tax requirement, I wanted to have some fluidity, and I wanted to have money left over for inheritance. They helped me meet all of these goals.
    - Dominick T.
  • A
    Financial Consulate
    It could not have been better. Ryan and Roger were professional, thorough and yet very personable throughout the process. They seemed to be genuinely interested in us and they went out of their way to be sure they knew as much as possible about our situation, our values, and our aspirations.  The service is described as" a complete overview of your personal finances. It begins with an examination of your personal and financial goals and objectives; then, through that lens, a comprehensive analysis of your financial realm is completed, to include the following: net worth, estate planning, tax planning, company benefits, insurance, education planning, investment and retirement planning. Upon completion, you are provided with a framework for examining your financial decisions, a tailored list of recommendations, projections of financial independence or retirement scenarios, and an action plan to aid you in the implementation of the recommendations." We received even more than we expected. The service has already paid for itself in several ways, as we implement their detailed recommendations about insurance, banking, taxes, retirement plans and more.  We plan to go back to them periodically as needed. We highly recommend the Financial Consulate to others.
    - Rod M.
  • A
    Wealth Maximation Group
    I think he was very knowledgeable and he knows the business. He is very trustworthy. I trust that he is making the right decisions with my money.
    - Marianna L.
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Financial Advisors in Harrisburg

Companies below are listed in alphabetical order.

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