American Heritage Credit Union - Pottstown (PA)

Janet Baez I have been using Visionary Tax for over 3 years and have been completely impressed each time. Dasey takes the most detailed care of me every single time. I have never had an easy going experience when filing my taxes in the past. It was always stressful and I feel like they weren’t personal about making sure I get the best return. Dasey goes above and beyond for her clients and she’s fast and efficient! I HIGHLY recommend Visionary Tax and Financial Services. She has a forever client in me ♥️

David Irizarry Great time great event great people great products. It was definitely worth it we love Garcia ❤️

Mike Sensei Have been using Weigner Insurance for many years for both auto and home insurance., and have never given serious thought to switching; no reason to. Carina is highly knowledgeable about the business and always works with us to find the best and lowest-cost options and opportunities for our familys insurance needs. She comes to the house (a fairly long distance) for periodic reviews and is always well prepared for the discussion, and follows up with whatever is needed afterwards.

Douglas Spath Matt was phenomenal. Helped us with a consolidation loan at a rate that is better than all my cards!!! Thank you guys for your help and thoroughness!!!

Marcus Kevin was super friendly, very patient when technical issues presented themselves, & meticulous when it came to procedure. He is clearly very knowledgeable of the online services & forms at Diamond. He saved me time navigating between the App & web during account setup. Any issues I encountered he confirmed what I experienced then documented them to improve the next user experience. As an IT professional & manager myself Kevin is the type of person I would invest in keeping with my company if I had any say about. Great work Kevin, you’re a rockstar!

Dennis Hummel The process was though and not rushed. The location was was a little difficult to find. Took time, arriving around my appointment time and arrived with the agent waiting outside for me. Pleasant experience.