Doylestown, PA Financial Planner

Charlie, Ricardo and everyone at McNamara Financial are always available, professional and knowledgeable about any of our financial questions. We have been with MFG for ... more

Serving in a non profit organization for 47 years, my husband and I didn't think we really had money to invest. But when our parents passed away and we were blessed with ... more

This bank if very personal. They have unbelievable service! and they know you by name! Excellent service!

Very personable feels like an old time bank ,your a person not a number. The warmth that you feel from the staff is unmatched , its like being family..

Phil is patient, knowledgeable, and a good listener. He builds a financial plan around your individual needs. Phil is not selling investments he is planning your financia ... more

The team at Opulus has been great for my wife and I. They are always readily available to share their knowledge and help guide us to better financial decisions. We apprec ... more

Donna Kendrick is the utmost professional. She goes above and beyond for her clients putting their well- being before everything! She genuinely cares and it shows in al ... more

GREAT PEOPLE, GREAT COMPANY, WELL MANAGED, INCREDIBLE SUPPORT STAFF...BEST FRANCHISE OPPORTUNITY FOR ALL OF USA GREAT WORK...

Frank Fiumecaldo is the absolute best! Not only is he fast, he is thorough to ensure he gets the best outcome for you. He has the most patience and really takes the time ... more

David is great person. He takes the time to really help you out

True professionals! They care. Very approachable. You can't go wrong having them in your corner.

Tom Saunders @ Winthrop Partners has been my familys financial advisor for 4-years now. We have confidence in this firms honesty, integrity, and knowledge to stay the co ... more

went to get a Cashiers check, met Josh! He found out that my membership was expiring, so he went above and beyond to squeeze out every perks! I got a Cashiers check for ... more

All I want for Christmas is that Michael said to Jim, " wash the windows, and grow the stache".

Hands down the worst location. They go out of the way to add charges and delay process.

Horrible service. Tried to convert policy, first nobody answered phone. Finally got a hold of them, was told they would email options to me LAST WEEKEND. Still waiting...

In the half dozen or so meetings, very important information was left out concerning my 401k that will likely cost me thousands. Customer service was also very poor, I ha ... more