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“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! ?”
“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.”
“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!”
“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.”
“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.”
“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.”
“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
Financial Advising
“I waited on hold for a bit. However, that didn't matter once I got to a representative. I spoke with Michael Kennedy and he was by FAR one of the best customer service reps. I have spoken to in a long time. He was professional and friendly at the same time. i wish more were like him. Thank you!”
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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!”