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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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A199Reviews
Business Description:
8x Super Service Award Recipient. Call or text me directly on (888) 261-3584 or email bruno@healthbrokersonline.com. Independent insurance broker representing every major health insurance carrier in United States. I help you understand all your options and compare between the carriers in your state to find the one with the best rates in your area, as well as the policy that is best suited for you based on your specific situation. I am here to answer any question you may have. I am experienced...
Recent Review:
DI called and spoke with someone before the Thanksgiving holiday, and was assured I would hear back from them. I heard not a peep until they finally called back on Jan. 14! Ridiculous. Don't bother with this outfit. Not serious.
Reviewed by Mark M.
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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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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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A335Reviews
Business Description:
www.scoreologyusa.com is a national credit repair company providing our clients with one on one unmatched customer service. We have a track record of proven, outstanding results. We offer a wide variety of credit repair, building and budgeting services. Give us a call to set up your Free Consultation. Scoreology was formerly known as Credit Dr.
Recent Review:
AUnbelievably well. Daniel was real good with advices and which direction to take. Real honest and straight forward. I would recommend to anyone struggling to get back on track as far as credit scores go. Don't hesitate.
Reviewed by Adriano S.
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A20Reviews
Business Description:
New Era is a debt settlement/ debt relief company that helps people dramatically reduce their debt obligation and become debt-free. Since 1999 we have settled over $200,000,000 in debt for our clients saving them years of monthly payments and thousands of dollars of principal and interest.
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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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A1Review
Business Description:
Credit Monkey is now offering services to all 50 states. We have a automatic software that disputes and challenges all of your negative and inaccurate items as well as inquires on your credit report. We make sure that all corrections are made with all 3 bureaus (Experian, TransUnion and Equifax) to Increase Your Credit Score. Credit monkey has a $0 enrollment fee. Yes, FREE to start, We Don’t charge anything until your first letters are mailed. Rates start from $99 monthly (monthly payments d...
Recent Review:
AMy score was increased tremendously within 40 days of hiring credit monkey. Thank you guys so much!!
Reviewed by Sel Y.
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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/
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F2Reviews
Business Description:
Phil Wasserman Annuities helps retirees navigate the confusing world of annuities and retirement investments. With so many various types of annuities on the market today, it can be very difficult to know which products are right for your unique situation. Phil Wasserman, the leading annuities expert can answer any questions you may have so call today.
Recent Review:
FDo your due diligence before doing any business or signing any papers with this man or any of his associates Ken Rossman, Micheal Wasserman None of them has my fathers best interest at hand when selling him all kinds of insurances which they made huge commissions off . Google PHILLIP WASSERMAN and you will see how he runs his business. Me and my father invested OUR LIFE SAVINGS in his new company FAST LIFE, who Billy Ray Cyrus was once associated with. We are still awaiting outstanding interest and return of our loan. Which was signed under PHILLY ROY FINANCIAL CONSULTANTS LLC- DBA FAST LIFE. WHICH HE HAS NOT UPKEPT HIS BUSINESS OR PERSONAL RESPONSIBILITY IN INTEREST PAYMENTS OR RETURNING OUR LOAN. Then uses threatens and intimidation tactics when called to pay. I wouldn’t even give him 1 star
Reviewed by Laine D.
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Recent Finance Advising Reviews in Uniontown
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AThe Estate Planning Team IncA comprehensive plan was provided that will fulfill my needs for several years. I live out of state and we met in person twice a year with phone meetings in-between. Although the initial contract was supposedly for one year, we actually met/communicated for nearly three years. Mark's advice and insight was particularly useful in making me plan a comprehensive annual budget as well as looking ahead 5-10 years. He provided a 20 year print-out of my anticipated expenses and income based on expected inflation and portfolio return. I first met with him about 1 year before I retired at 70 and that was helpful in my initial retirement planning efforts.- Frank J.
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ATempleton Financial PlanningMy family has worked with Templeton Financial Planning on two separate occasions in order to gain better insight into our financial state. In both instances, Mr. Templeton has provided a thorough and extensive review of our overall financial picture as well as provided very specific recommendations to improve our financial health in the future. Not only does Mr. Templeton provide invaluable financial advice, but he dispenses it in a clear and concise manner patiently explaining each recommendation and happily providing any necessary clarifications. The care that Mr. Templeton takes to explain each review ensures that you will leave his office with all of the information you need to move forward with your financial goals. I have happily recommended Templeton Financial Planning to several close friends and family members in the past, including my own parents, and will not hesitate to continue to use Mr. Templeton for my own family's planning needs.- Jeremy J.
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AEDWARD JONESI trust his advice and have never felt pressured to buy any products that provide his compensation. The investments that we have bought from him have done well in the market and for our retirement plan; win-win. Since my wife handles the home finances, I'm particularly pleased with the relationship of trust and mutual respect that Matt has established with her. I would recommend him to anyone.- Carey B.
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ATake Charge AmericaTake Charge America are fantastic. Under their plan, we'll be out of debt in July this year. They're a non-profit organization. We got situated around, where I got all my credit cards in line. I had nine credit cards and was $54,000 in debt. We'll be out of debt soon. They're really a good organization and have tools to work with to help you get your debt under control. I can't say enough good things about them. I paid $54,000 in debt off in about four years. They help a lot of people. Their price was very reasonable.- Carol T.
