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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! ?”
“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.”
“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”
“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.”
“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.”
“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.”
“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!”
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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!”