Financial Advising near Hamilton, NJ

“When my fiancé and I were first looking for a home together we were so overwhelmed. As first time homebuyers we had no idea what we were doing or what to expect. We had called up a few mortgage companies, and all of them pretty much had the same MO. They would ask us our price range and just give us an estimate. It was all just numbers. They said they can pre-approve us, but we were still not able to outcompete cash offers. Everything changed when we started with Pinky and her team. They actually sat us down and had a full in depth webcall to go over everything involved in the homebuying process. From browsing for homes, to what to expect after you close, we now had a road map and a better understanding of what to expect. It wasn't just numbers with them, it became more of a reality as Pinky and her team were able to visually guide us through the process and answer any and all questions we had. In addition, they were able to underwrite us ahead of time so that we can now be as competitive as cash offers. Also, they reach out to sellers to advocate for us which was amazing. Within a couple of weeks of working with them we found our home and were able to close within 2 weeks. I am happy to give Pinky and her team 5 stars and would highly recommend them to anyone looking to buy a home. They give exceptional quality and services, and really do care for the people they work with.”

“I was looking for a new investment company as the previous one I was with did not do a great job communicating and I felt like just another number. I did not have any confidence in their abilities I'm managing my portfolio. The main concern was making sure that they were picking the products that gave them the highest commission. I walked into Fidelity Investment and immediately felt comfortable with the gentlemen helping me. He was very knowledgeable and put my personal gains ahead of his own. The level of communication has made the experience top-notch. I was overall very pleased with my experience. I have referred many others to this branch.”

“As an almost-CPA with a strong business background who is somewhat sophisticated regarding investments, I recognize the value of having a 2nd set of eyes review my taxable income, deductions, credits and payments, especially in relation to our changing finances and investment portfolio. . My wife, who is also financially knowledgeable, and knows her way around a spreadsheet, and I do all the preparation of our tax-related finances in advance. We then post the info to tej's on-line system. It's actually quite efficient and makes the review of taxes and finances with Tom a valuable "yearly check-up" that's filled with good advice and suggestions. Fees are fair (as we do most of the prep-work) and the value delivered is excellent. I think very highly of Tom and his practice.”

“I have really been struggling with banking since my credit union merged with TruMark. But there has been two constant positives with the transition. The friendly staff in the Downingtown branch and Cierra Chapman in customer relations. Cierra helped me tremendously when she was in the Downingtown location and continues to help me since she has transferred to another office. I have told her many times, that it's because of her why I am still a member with TruMark! Cierra thank you for always helping me understand the new changes and regulations with Trumark. You are truly an asset to TruMark Credit Union! The extra stars are for you���!!!”

“BOA is a very easy and secure place to keep your checking and savings accounts for several reasons. The BOA app is extremely user friendly and is full of excellent information that allows you to track your accounts, clearly see how you spend your money and offers budgeting tools to help you improve your money management. I find their "dashboard" especially interesting and useful for the purposes of seeing exactly how I spend and what I spend on in case I want to make adjustments to my spending. Transferring money between accounts is a breeze, depositing checks via your phone is excellent and there are plenty of branches in the event that you need to go to a physical location and get in person assistance. Their fraud protection is phenomenal and I've been notified on several occasions of suspicious activity in my checking account that was immediately detected and addressed. Last year when I was scammed by an unscrupulous group fraudulently masquerading as a legitimate organization BOA stepped into action immediately when I filed a fraud claim and I was completely reimbursed without any complications or problems after a few simple questions were answered. There was never a question about whether or not I was going to be reimbursed the funds, only a question about how much time it would take and I was pleasantly surprised by how quickly I received my funds back. I feel very secure banking at BOA and would not hesitate to recommend this institution to anyone. Knowing that they are constantly monitoring my funds is a very good feeling.”