SATISFACTION!


Our satisfied clients explain how we’ve helped them work toward their financial goals.

Having worked with Tim Marshall for several years as our accountant, we were delighted to learn that he is also a certified financial planner.  We have been impressed with the expertise and dedication he brings to his work.  Tim listened to our hopes, expectations, and fears as we began our retirement journey.  We have been appreciative of his commitment to equity and inclusion.

    - Connie Matthews and Peggy Lorah, State College, PA

Tim has  wonderful way of taking complicated tax codes and making them easy to understand.  I also appreciate his ability to articulate the rules and offer guidance on how other clients choose to handle similar situations.

   - Adam Chait, State College, PA

I've been a client for over 20 years and am thankful for Tim's expertise in handling all of my investments, with complete and clear explanations.  I am retired and my investments are greatly appreciated.

   - Gayleen Pfile