Financial Advising near Jenkintown, PA

19 locations found near Jenkintown

“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!!”

3.5 Good12 Reviews

“I was referred by my realtor and Jarde did not disappoint. From the time we did our first consultation, this company has been very prompt with appointments, sending reminders and answering all of my tax questions before starting service. Once I’ve submitted my tax paperwork, it was prepared in under a week for review. I cannot thank In the Movement enough for your help! I will be a returning customer”

5 Superb36 Reviews

“I made an appointment to with this team after trying to navigate my taxes on my own, post divorce. They were very helpful in helping file my personal taxes for this year and correct issues from the past two years. The team was very professional and explained each step. I will definitely be returning next year.”

5 Superb26 Reviews

“I was speaking with Eugene on and off for a few months about my portfolio before officially having him take over. It was clear that he would be a good fit to help me grow it based on my needs for the future. He takes time to listen and ensure every decision is best for me and my family. I look forward to working with him to help me prepare for my future.”

5 Superb50 Reviews

“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.”

4.9 Superb19 Reviews

“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.”

5 Superb15 Reviews

“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”

5 Superb13 Reviews

“Mr Noel has been my business partner, consultant and accountant for years. I can genuinely say he gives his all when it comes to his clients. He overdelivers and always has his client’s best interest at heart. I highly recommend him to anyone reading this review. ⭐️⭐️⭐️⭐️⭐️”

5 Superb13 Reviews

“I have to say this is the best place ever!! They whole staff is amazing especially Norm because he's my guy!! They look out for and treat everyone in a caring/respectful way. Like a person and not a number. It's almost hard to describe. I don't do many reviews so when i do it's truthful and sincere! We are so lucky to have them here in Maple Shade! Thank you, Jack McC”

4.9 Superb11 Reviews

“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”

4 Good32 Reviews

“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.”

3.5 Good20 Reviews

“Team at Horsham are very helpful, friendly and professional. Convenient location for in and out, though there is not a drive through. Automatic coin counter has no service fee for members. The covered ATM is available up front, which is also need service fee for members. Intrest rates, loan rates, and sevice fees are very competitive, better than most banks. My only issue is with the functionality of trumarks website, which has been an on going.”

4 Good7 Reviews

“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.”

3.1 Average20 Reviews

“The staff at the Fox Chase Branch are a pleasure to deal with. I do both personal and business banking there and from the manager on down they are all very professional. They also make a great effort to support and be part of the community.”

3.2 Average11 Reviews

“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!”

3 Average14 Reviews

“All staff go above and beyond. It's a great and very friendly Bank. I give them 10 stars for great customer service and I will recommend a friend and family member”

2.6 Average24 Reviews

“Ken Booth of Black River Financial Services greatly helped me out in terms of small business work (financial planning and business consulting). I first came to him about tax preparation for my small business. But I found out he does way more! Now I feel like I can have one person who helps me with taxes, planning, retirement planning and even insurance work! This was truly a find! I recommend him!”

0 Na5 Reviews