Visionary Tax & Financial Services - Pottstown (PA)

Ken Kaas Great people to work with.

Alicia Adams My 14 year old son and I went here today because my son was looking for a starter electric guitar. Fernando Was awesome. He took the time to talk to my son about his future and give him some great pointers On life. A lot of people don’t talk to teenagers but Fernando talked to him with respect and also gave my son a really great deal on the guitar. I just thought his customer service and overall kindness deserved to be mentioned. My brother was with us who is a long time musician. He thought there was a good selection of musical instruments, and the prices were very fair.

Jay Haughton I love this bank, everyone is friendly. Gavin was my banker that helped me close an old account and open a new one and he did it so fast. I have no problems with this bank so far. I also really love the mobile app, rarely do I need to go into the bank. I do wish they would add a larger sign for the outside of Truist since it can be hard to locate when driving. Other than that, I give this location a 9.5/10

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.

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!