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A9Reviews
Business Description:
Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a you...
Recent Review:
AThey have worked for me for many years and have provided great service to me. They have made profitable choices to handle my investments so I can live well in my senior years. I have been impressed with the wonderful way they keep me informed and help me make investment decisions. They are especially good at helping widowed persons plan for the rest of their lives, possibly alone.
Reviewed by Carla J.
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A15Reviews
Business Description:
OPEN FOR BUSINESS! We can meet with you via FaceTime, Zoom, Skype, What’s App, or by phone. Call us at 724-942-3340 or email us at ivana@ivanacpa.com to schedule an appointment. For more details and information about our services, please visit our website at www.ivanacpa.com.
Recent Review:
AIvana was prompt and professional and provided the clarification I needed to complete my tax return without issues.
Reviewed by Rex W.
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A27Reviews
Business Description:
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If yo...
Recent Review:
ARandy was extremely helpful with our situation! He was very thorough with his explanation and advice. He provided scenarios that we hadn’t thought of that we will be using. Highly recommend. Professional and courteous.
Reviewed by Stacie G.
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A4Reviews
Business Description:
Provide low cost to no cost low interest rate financing for home purchase or refinance with a vast array of products, conventional 30 , 15 yr fixed, conforming loans, jumbo loans , HARP 2.0 FHA, FHA streamline, FHA 203k, Va loans, Reverse Mortgages
Recent Review:
AIt is a great experience to work with Dave Taylor. He is very easy to work with and a very detailed explanation for the whole process. He really tried hard to save me any penny, especially for the appraisal fee. I will definitely work with this company again if I need a loan service in the future.
Reviewed by Jingchun C.
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A152Reviews
Business Description:
Capitol Benefits is an award-winning independent insurance agency representing 12 states. Our two main offices are in the Washington DC area and the Jacksonville, FL area. We represent over 200 insurance companies and all types of insurance.. We represent our clients, not an insurance company. Discounts of up to 30% are available for combining home and auto, AARP members, Federal Government employees, safe drivers, and more. Visit our website at www.capitolbenefits.com for instant quotes and ...
Recent Review:
ATheo went above and beyond great customer service. He was friendly, empathetic and put my mind at ease in an otherwise extremely stressful situation. I would recommend him for ANY service!
Reviewed by Gina L.
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A36Reviews
Business Description:
Call us today to see how we can assist you on your financial journey, and provide you the value you deserve. rebel Financial is a Fiduciary, Fee-only Firm in Columbus OH. We are a Registered Investment Advisor (RIA) who provides you with a holistic approach to all your financial needs so you can spend less time managing your finances and more time enjoying life. Our services consist of Retirement Planning, Estate Planning, Financial Planning, Tax Planning, and Investment Management for indi...
Recent Review:
AI have been with Rebel nearly 20 years. They have proven to be extremely helpful and strategic with a professors income. I do not know where I'd be financially without their guidance and assurance in their process. It is fueled by a passion to excel and grow. I am in awe of their innovation and tech support. During these crazy times especially. I'm very pleased with the entire team. Deeplt grateful 🙏
Reviewed by Denise D.
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A38Reviews
Business Description:
Flexible appointment hours
Recent Review:
APersonal taxes. Robert returns calls, answers questions, is professional and knowledgeable. He explains things well and I recommend him.
Reviewed by Kivie W.
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A2Reviews
Business Description:
The Elder Law Offices of Shields and Boris specialize in Estate Planning, Living Trusts, Estate Administration and Probate, Asset Protection and Medicaid in Pittsburgh, PA. Veterans Benefits
Recent Review:
AAttorney Boris gave us clear, concise information on actions we need to complete. He advised he would be available to help us in anyway needed.
Reviewed by Robert W.
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A64Reviews
Business Description:
With over 30 years of combined experience, we pride ourselves on offering top-level, white-glove service to our clients. Visit us today for a FREE review of your previous year tax return! We use the latest technology, including a secure cloud file exchange and electronic document signatures. You can view our office and meet Greg and Angela at this link: http://www.taxproff.com/greg-freyman-video/
Recent Review:
AIn my opinion, Freyman CPA, PC is an A1, top notch first class accounting firm. I cannot say enough good things about Greg and Angela Freyman. They are consummate professionals who leave no stone unturned in order to secure the best possible result for their clients. Greg and Angela are highly intelligent individuals with extensive technological knowledge of both simple and complex tax issues and possesses the rare ability to communicate this knowledge to their clients in simple language a lay person can understand. In addition, Greg and Angela are very personable, dedicated, honest beyond honest and hard working individuals. In fact, to say they are working does not due them justice. Rather, they are perfectionists with regard to their respective responsibilities. In our case, Greg and Angela worked tirelessly and methodically on every minute detail in order to successfully resolve our case. For us, this meant a REDUCTION OF FINES TO NOMINAL FEES and at the same time, VERY SUBSTANTIAL REFUNDS. It is also important to convey that FEES ARE BEYOND REASONABLE for the quality of work Greg and Angela provide. No review can be complete without a shout-out to Angela. Angela is a powerhouse whose energy and extraordinary organizational skills are truly exceptional, and in my view represent an invaluable contribution to the successful operation o the firm.
Reviewed by Theresa B.
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A28Reviews
Business Description:
AJM Mortgage was founded in Jan of 2004 by Todd Stainbrook & David Simon. Prior to opening AJM Mortgage both Todd and David enjoyed over a decade of success in the mortgage industry. Their business plan is simple. Provide unparalleled customer service by identifying a borrowers specific needs and fulfilling them. AJM Mortgage has developed relationships with many wholesale lenders which allows them to offer great rates in addition to impeccable service. AJM Mortgage has helped thousands of ho...
Recent Review:
ADavid was very helpful in my refinancing process. He was able to answer all my questions promptly and guided me through every step. I would recommend him and AJM for any loan service needs. I was very satisfied in their services!
Reviewed by Michael J.
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Recent Finance Advising Reviews in Mckees Rocks
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AScoreologyI 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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Arebel FinancialPhil 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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AManna Wealth ManagementDavid 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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AIvana Liberatore CPA CFP® & AssociatesIvana 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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AIvana Liberatore CPA CFP® & AssociatesIvana 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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AIvana Liberatore CPA CFP® & AssociatesIvana 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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AIvana Liberatore CPA CFP® & AssociatesMy 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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AIvana Liberatore CPA CFP® & AssociatesIvana 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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Aolde colonyIt went well and prompt and reliable service very professional and always on time and accurate and complete service- rhelyn p.
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ANorthwest Buisness AdvisorsShe 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.