Find Top Financial Advisors in Mckees Rocks, PA

Recent Finance Advising Reviews in Mckees Rocks

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  Scoreology

  I wish I had done this years ago! With a few phone calls, we were able to develop a plan and implement it. Our scheduled calls were very helpful and professional. This process was painless and I recommend it to anyone who is interested in making sure that they are in their best position for utilization for their credit! Joe H., Pittsburgh PA
  - Joe H.
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  rebel Financial

  Phil Ratcliffe and Tony Jones are great to work with. I trust them fully to give me good financial planning and filing my taxes. They also did estate planning for my wife and I - we love having a one stop shop for all of our needs!
  - William K.
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  Manna Wealth Management

  David Kassir is great at following up and takes great interest in my financial health. Enormously helpful and answers all my questions and offers his own great advice!
  - Scott H.
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  Ivana Liberatore CPA CFP® & Associates

  Ivana is a consummate professional. We met months before our taxes were due to ease our worries. It was a particularly complicated year given the sale of a rental property, job changes, home purchase, uncertainty over filing status (married vs. married filing separate). She exceeded our expectations. She is extremely easy to contact and returned our calls and emails within hours. Thanks to Angie's List, we found ourselves not just our accountant, but financial advisor of the future.
  - Robert F.
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  Ivana Liberatore CPA CFP® & Associates

  Ivana recently called me (yes, she thinks about you even when you aren't thinking about your portfolio) to discuss current market conditions and recommend options. We also discussed an unexpected income that I currently have and with the tax implications that presents. We scheduled a meeting for next month to address this and review accounts before the end of the year.
  - Katherine F.
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  Ivana Liberatore CPA CFP® & Associates

  Ivana is amazing. She has done a fantastic job managing our money as well as filing our tax returns.  She always keeps us informed and consults with us before any major changes.  She makes sure that we meet regularly so that there are never any surprises.  We would HIGHLY RECOMMEND her to anyone.  We are not just another account to her; she actually cares.
  - Albert M.
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  Ivana Liberatore CPA CFP® & Associates

  My 89-year-old mother asked me to take over her finances this year, and I took her records to Ivana for tax preparation. Not only did she find a healthy refund for my mother, she alerted me to some high management fees my mother’s financial advisers were charging on accounts which they were not actually managing. After getting quite an education about financial planning, financial planner certification (Ivana has it!), and different types of fee arrangements, my mother’s accounts are now within the exact same allocations, but with less than half of the associated fees. Ivana is not only a competent CPA, she is a trustworthy person of high integrity.
  - Margaret S.
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  Ivana Liberatore CPA CFP® & Associates

  Ivana has provided me with the most comprehensive and helpful financial services of any professional that I have used in the past. I had, in the past, used a separate investment adviser from one of the big national firms to handle my investments, and then a different accountant for the annual preparation of my taxes. By combining these services with Ivana, I finally have one person who has and quot;my big pictureand quot;, and knows everything about my financial situation including issues with investment property, income, inheritance, and retirement. Because she is a CPA, she has a clear picture of what the best moves are in navigating what, to me, was a complicated financial puzzle. She has laid out objective options for me regarding my investments, and has shown great patience in guiding me toward sound decisions. Her staff is friendly and personable, and her office quickly returns my phone calls. Her office is very accessible, parking is not a problem, and she is just minutes from my home. I just simply could not be happier with the services provided by Ivana and her assistants.
  - Carol J.
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  olde colony

  It   went   well  and   prompt  and   reliable  service very  professional  and   always   on   time   and  accurate   and   complete   service
  - rhelyn p.
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  Northwest Buisness Advisors

  She was referred to me and did a good job. I paid her $50 every two weeks for six months. She did her job. She set the expectations properly and we are dealing with credit repair groups. They set the expectation that I needed to get them certain information. As long as I did, she did her job, so that was impressive. The price was fair for the services. When she did respond she was professional, honest and forthright. She was cool.
  - A.J. D.