Address: 1501 Lower State Road, Building B Suite 108, 1501 Lower State Rd Suite 108, North Wales, PA 19454, USA
Address: 1501 Lower State Rd Building D, Suite 206, North Wales, PA 19454, USA
“I started using Paul as my financial advisor about 12 years ago when I was going through a divorce. He was highly recommended by my divorce attorney and I was in great need of someone who could provide me with solid financial counseling. I have been with Paul ever since and he has helped me to grow my investment earnings and retirement savings exponentially, as well as to advise on sound investment decisions as my career has expanded and income has grown. He treats my assets as if they were his own, is proactive in explaining things and reaching out to highlight information that I have expressed interest in, and he never tries to oversell services or have you take on more risk than is comfortable. I especially appreciate that he always has tax implications in mind so that I will not be in a situation where a large chunk of retirement savings will go to taxes when I no longer have a steady income, and he always is one step ahead of the curve on the latest information or changes pertinent to my retirement savings. Paul also has provided me with sound advice on long-term care decisions. He is always pleasant and treats all of my questions with respect, and his follow up is outstanding. Very happy to give this 5 star rating and am very appreciative my attorney introduced me to him all those years ago. I have since recommended him to a number of friends and family, who also are pleased with his financial management of their assets.”
Address: 515 Stump Rd, North Wales, PA 19454, USA
Address: 1222 Welsh Rd Ste B1, North Wales, PA 19454, USA
“Best insurance agent”
Address: 1224 Welsh Rd, North Wales, PA 19454, USA
“Awesome service, been a customer for 20 years. Never had an issue, customer service always helped me with any problem, even calls me when charges to my accounts look suspicious. Very pleased customer!”
Address: 1501 Lower State Rd, North Wales, PA 19454, USA
Address: 1501 Lower State Rd Suite 110, North Wales, PA 19454, USA
“As a first time home buyer I already had a lot on my plate. Scott from Strategic made it extremely simple for me to pick the coverage for my home that suited my needs. Unfamiliar with this whole process I heavily relied upon his expertise and was delighted at his level of understanding and guidance to make it a breeze”
Address: 1364 Welsh Rd # E-2, North Wales, PA 19454, USA
Address: 106 Blue Jay Way, North Wales, PA 19454, USA
Address: 1501 Lower State Rd Ste 210, North Wales, PA 19454, USA
“When it came time for me to shop for a new insurance broker, Matt Kane did a terrific job analyzing my existing insurance portfolio and recommending new comprehensive coverage. Allstate pricing was very competitive, but more importantly Matt was clearly very knowledgeable and his attention to detail was outstanding. Matt Kane and Allstate made the entire process of changing both brokers and insurance companies very easy.”
Address: 1501 Lower State Rd Building B, Suite 108, North Wales, PA 19454, USA
1 million customers
find businesses on BusinessYab every month.
500 businesses
join BusinessYab every day.
BusinessYab helps you…