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“I highly recommend In the Moment Financial Services. Jarde was knowledgeable, professional, and a pleasure to work with. She provided guidance and got my taxes done on short notice even though my bookkeeping left a lot to be desired!”
“Thank you so much for your support and assistance in helping me secure my new home. I am grateful to Brett Parker and his team for providing exceptional service! ?”
“I’ve wanted to write Jason, Kaylee and the rest of his team a review for a long time. I’ve been doing my personal taxes as well as my businesses’ corporate taxes for the past 3 years. A good friend of mine in his 50’s had been going to him for many years and spoken so highly of Jason. He’s been super professional consultative and been a huge problem solver in my life. He also introduced me to an incredible controller and they worked hand in hand. They have been my coaches, my friends and family. They work extremely hard to put you / their clients at ease! Thank you for everything J!”
“Taylor has been a great investment advisor and I highly recommend working with him. My husband and I were previously with an advisor who only cared about the money that we had invested with the firm rather than our overall financial picture. Taylor has helped us holistically set ourselves up for success and is quick to answer any questions and provide sound guidance.As WA residents with some quirky laws, Taylor learned the state specifics quickly and provided guidance. We finally feel like real adults who have made it and aren't just throwing money at retirement accounts.”
“Let me tell you guys something real quick. I was referred to G&J Financial services by my niece Marcie, I explained to her that it was time for me to purchase my own home, so she gave me the number to contact GREG THORNE and baaaaaaby, I am ever so GRATEFUL that I did. When I tell you this man is about his business, I mean just that. He and his team do exactly what they tell you they are going to do. When I tell you that I was so scared cause I kept thinking that I wasn't going to be able to accomplish what I was set out to do, because of the things I've been through in my adult years, I felt like I wasn't good enough to do this, but GREG reassured me that he had me and not to worry about a thing. I am so happy and ELATED to say that GREG THORNE helped me get into my very first home! When I tell yall I cried honey I CRIED, tears of JOY though, because I prayed and prayed AND PRAYED. God heard me, they heard me and now here I am... a home owner because of this man and his team of PROFESSIONAL colleagues. I can definitely say a whole lot about G&J FINANCIAL SERVICES, but yall will definitely get tired of reading what I have to say. PPROFESSIONALISM, INTEGRITY, RESPECT, INTELLIGENCE, APPROPRIATE AND HIGHLY RECOMMENDED all wrapped up into a big ole bag of SUNSHINE! Thank you so much Greg Thorne, Kaula Edwards, G&J Financial Services and Lancaster abstract and escrow for EVERYTHING! I appreciate you guys. You all are simply AMAAAAAAAAZING! May God Bless you and keep you grounded. THANK YOUUUUUUUUU SOOOOOO SOOOOO MUCH????????
P.S if you are looking to get anything done as far as your credit, homeownership, business planning or anything within that nature ?️CALL G&J FINANCIAL SERVICES.. I promise you that you will not be disappointed with these good good people and the services that they provide.
Much Love and Respect
Ms. Valerie Hall”
“Marcus Sturdivant has been a tremendous advisor in assisting me with adjusting my financial avenues to prepare for retirement! I absolutely recommend him for any financial help anyone is seeking to solidify their short or long term financial planning!”
“Knows the business and was very helpful. conveniently helped me over the phone and responded within a couple of hours. definitely plan on using for all my philadelphia tax needs.”
“I have been a member a very long time and through the years it has been a Wonderful and Great experience, the Staff are very Helpful and Knowledgeable and so Friendly. Thank you”
“Kevin is a very professional and helpful CPA. He helped me with Philadelphia BIRT and NPT for rental income and freelance work after another CPA filed incorrectly.”
“I have been a Trumark member for years and I've always loved it. But I wanted to give a shout out to Joe Martin of the Jenkintown branch who helped us get our loan set up when our house had a few unexpected repairs. thanks!!”
“If you need a personal loan in the amount between one thousand to two thousand US Dollars, this is the right place to get. Well, of course certain terms and conditions apply, such as your income, employment, etc.”
“This is not a bank, folks. So don’t expect cash transactions. Sheesh. I visit this office at least once a month to deposit money using CHECKS. Transactions are always handled quickly and accurately.I have several accounts. My advisor at this particular office has always taken the time to explain various options to me and complete purchases quickly. If you are upset about losing money, perhaps you should consider lower risk investments.”
“I stopped in this branch when visiting Philadelphia recently and the staff was phenomenal! So friendly with a tremendous amount of experience and knowledge. Chuck, these employees are outstanding "assets" to your firm!”
10AM - 10PM
570 Larchwood Ave, Upper Darby
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“Capital MD services has done my taxes for over 5 years, Mr Weaver and staff are very knowledgeable and efficient about new tax laws, deductions ect. I recommend Capital MD for all your tax and bookkeeping needs.”