Financial Advising near Morrisville, PA

“Glenn, Linda, and Wendy could not have been better to deal with the past two years. Not only are they super responsive, kind, and professional, but they are also experts in their field. I can't thank them enough for giving me piece of mind during tax season. On top of the great customer service they return your taxes in pristine condition with explanations and a lower taxable income to boot! Love this team.”

“Bob and his team are a complete demonstration of how things should be done. They offer Tax Advice, Financial Advising, Financial Planning, and do great work in Commercial Real Estate industry to give their clients the best returns they can. The Apex team is great with teaching lots of new skills and helping comprehend new terminology and concepts that I was unfamiliar with before. You will be in great hands here, I 100% recommend!”

“Chip is amazing at what he does! No pressure to commit to anything, knowledgeable guidance. Plenty of resources, always a pleasure speaking with him regarding anything. So glad to have him managing our assets and strategically setting them up for growth. I would not hesitate to call his team!”

“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.”

“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.”

“The staff are knowledgeable, respectful, highly recommend. Mrs. Gonzalez is great to work with, takes her time to explain all aspects of going into a business on your own.”

“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���!!!”