Patient, knowledgeable, and easy to work with, Mark so far has been a real help. I'd highly recommend him for any type of tax work. I'll be talking to him about financial planning in the future and will update the review then.
This was the best experience ever. John Craig was extremely knowledgeable about taxes. I had gone to H&R Block a week earlier and my financial advisor informed me that they didn't fill my tax forms out correctly. Thank goodness I hadn't payed them yet. That's when I searched Google for a tax preparer and found thumbtack, and that lead me to john Craig. Please do not hesitate in having him do your taxes. He is also a financial planner, an investor and a retirement planner. I will definitely go back to him. Thank you John!
Kathy. Another added benefit is that he comes to your house
I trust Jim with my, and other family members, financial health. His educational approach to advising clients is refreshing. He works with his clients to develop a financial plan for their future- through investment strategies, retirement planning and creating a comprehensive financial outlook to grow and protect their assets.
Eagle Strategies LLC, a Registered Investment Advisor, offers an objective, fee-based approach to financial planning.
The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives.
You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.
Serving Robinson Township, PA, Dennis Morton of Morton Financial Group is offering services, but are not limited to the following: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.