Financial Planners near Pennsburg

“I highly recommend Legacy 360 Financial for your financial planning needs. There are really good people there who provide trustworthy guidance, excellent financial products and reliable service. If you are looking for peace of mind concerning your hard-earned money, look no further.“

“I can't express how professional, respectful and caring all at Financial Voyages are, especially Gary Sanson. Right from day one of our first meeting it was effortless, understandable and he lays things out in terms we can understand. We were with another institution/advisor for nearly 20 years and NEVER did I ever feel this comfortable and confident we were in great hands. There is never a question to simple. He understands where we are coming from and puts it into perspective, so without a doubt I know the best solution. My only regret is we did not seek out Financial Voyages sooner.“

“We have been working with the Kemp Harvest team since 1997. They have always been there to answer any and all of our financial questions. The interactions with the staff is alway friendly and prompt.We started with them to help us plan for college. They helped us build a plan to get through it with minimal impact and made it much easier than we thought it would be.Now we are planning our retirement and the advice and guidance received over the years is going to make it a very enjoyable change in our lives.Thank you for all you have done for us!“

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“I must say that Bruce Musselman is a totally professional gentleman and is super in what he does. He was able to keep me from paying an outrageous amount of taxes on some retirement income I had received. I was 2 days away from being too late to save a boat load of money. He went as far as to go with me to the bank to be sure everything was handled properly. You don't find service like this in today's world. Bruce is now handling all my accounts and I highly recommend him to anyone looking for a stand up guy running a great company.“

“My husband and I have been clients for about 2 years now. We have been very happy with Evans Wealth. Michelle Tauber, our advisor, is very thorough, professional and kind. She is very responsive and takes care of all of our financial needs and promptly answers all of our questions. Maryann Baloh, Branch Associate is very kind and responsive. They are a great team!“

“My husband and I have been clients for about 2 years now. We have been very happy with Evans Wealth. Michelle Tauber, our advisor, is very thorough, professional and kind. She is very responsive and takes care of all of our financial needs and promptly answers all of our questions. Maryann Baloh, Branch Associate is very kind and responsive. They are a great team!“