Testimonials

I first met Mike a long time ago, when he was the accountant for my husband's business. So when it came time to seek help with my own financial situation, I immediately turned to him for help. It is actually a relief to me to know that someone I really trust is handling all of my financial needs. He is extremely conscientious and that is very important to me. Mike is a good friend, but he has also been an excellent financial planner.

- Doris Turner, Audubon, PA

Before coming to Mike we had little experience with financial planners, but Mike put us at ease immediately. I especially appreciate his proactive approach and the fact that he always keeps us informed of new opportunities. I never have a problem when I call Mike with questions -- he's always available, never rushes me, and will take as long as is needed to explain issues to me. My husband and I have the utmost confidence in him, and as the primary decision maker for my family's financial issues, I would not hesitate to refer Mike to others.

- Cris Green, Parkesburg, PA

Tip of the Month

8/1/10 - Things to consider regarding the conversion of eligible retirement accounts such as traditional IRA'S, rollover IRA's, SEP-IRA's, Simple IRA's, SAR-SEP IRA's, 401(k) and 457(b).

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