WSFS Bank (only available to Freedom Village residents) - Coatesville (PA)

Pete Swartz I’ve had such a great experience working with Cristina at Trumark. From the moment I walked into the branch, they went above and beyond to make me feel welcomed and supported. They take the time to really listen, explain options clearly, and always look out for what’s best for their members. It’s rare to find someone who combines professionalism with such genuine care, but Cristina does exactly that. I would highly recommend this branch to anyone—especially because of the outstanding leadership and service provided by Cristina!

chuck ahrens I attended Johns free seminar on Thursday, July 13, 2017. He was very informative and lively and genuinely wants to help parents not make BIG mistakes in helping to get their children through college. I have scheduled for a free assessment to uncover how his program can help. There is no cost or obligation nor did John pressure anyone into registering for the assessment. I highly recommend everyone to attend his FREE seminar. Chuck A in Allentown

Brian Egan Enough cannot be said about the level of professionalism with which Randy conducts his Wealth Management Firm – From the moment you sit down with Randy, you get a sense of ‘Why’ he is in the business. It is easy within the industry to strictly make it about dollars and cents, however, in Randy’s case, it is about dollars and making sense. Education, objectivity and accountability are the foundations upon which Warren Financial has built itself into a trusted and proven player in the Wealth Management world. Randy forges genuine partnerships with his clients and his philosophy lends itself to a collaboration of minds, finding the most appropriate balance of investments for each individual portfolio. Randy’s track record is a testament to the sound and measured investment advice he provides to all his clientele, however, it is the intangibles that set him apart from the rest. Whether you are looking for maximized return on investments or financial flexibility and security, it is actually the value proposition he provides in his authenticity that makes him a true industry leader.

Marcus Pass Sister referred me to Liberty Tax Service, on Lincoln highway. I was greeted by, Angela. She gave me the numbers, and plans on how to address taxes for myself, and offered her own service as well. I chose to let her do my taxes. She told me all things I needed, and how to get them. I work 3rd shift, she knew the time to call or email. I thank you Ms. Angela!! So nice there are people like her, who live by a code of empathy, and respect. She gained lifetime consumer!!

JT Clark I had the pleasure of working with Troy as the financial advisor for a client of ours during a recent business transaction for the sale of his business. From start to finish, Troy’s professionalism, expertise, and dedication were exceptional. He not only provided invaluable guidance throughout the process but also went above and beyond to ensure everything went smoothly for our client. Troy’s insightful advice and thorough understanding of the financial aspects were crucial in helping our client navigate the transaction and make informed decisions about their proceeds. I highly recommend Troy for anyone seeking a knowledgeable and reliable financial advisor. His exceptional service and commitment to his clients truly set him apart.

Thomas Wand Numerous programs serving the community operate out of this facility, operated and/or supported by LTM. I volunteer with the tax preparation program, VITA. LTM deserves your financial and volunteer support.

Kenneth Hopton This was our first time utilizing " Phillips Accounting", and must say that our experience was noting short of fantastic.!! Taxes were completed expeditiously, along with impeccable service. A MILLION THANKS!! Best, Kathy & Kenny Hopton

Shameka Tabb Myesha is very gifted at what she does. She took my credit from the mid 500s to mid 700s in about 4 months. I’m so thankful to be in her monthly program.