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“Jim and his staff are great to work with. They really have a passion for what they do, which is paramount in an accountant and finance manager. He has done a great job managing the finances and taxes for my s corp. very happy with all of them so far. Highly recommend especially for small and medium size businesses!”
“I made the switch to Everhart a few years ago and have been very happen with the advisory relationship. Not only have they been experts in managing 401k plans (like our company's) but they now are providing personal expert financial advisory services. My advisor Logan, is more thank helpful, understands how to help us navigate these crazy times and still stick to the financial plan. Would highly recommend Everhart Advisors to others.”
“I'm getting old. Well, I'm already old, but I'm starting to think about retirement. Our company's 401k is through them, plus they do more general retirement services. So I went to their website, and talked to an advisor on the phone, and then came in here for a meeting. Learned a lot at every step. Went through a bunch of options, made some decisions about which direction to head, nothing definite yet but at least I know where I'm going now. The website is easy to use, the phone advisor was good, and the service at this location was good as well. It's convenient near the highway. Comfy inside. Updated with nice furniture and big computer screens to go over options. Jeff was down to earth and knowledgeable. I'll be back. Hopefully soon.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Adam and company came to us by reference from another satisfied customer over 10 years ago and we have been clients ever since. We couldn't be happier with the Libertas team and their approach to financial planning. They conduct audits of our accounts with us annually so that when our situation changes our plan does too. They are personable, extremely knowledgeable, and very detail-oriented. I'm so happy they found us and I am confident in our financial future largely because of their efforts! Strongly recommend!”