Best Financial Advisors Near You

“If you are looking for CPA agency who can handle complex personal and business taxes like a bigger agency will do but also have a personal touch of a small agency, this is the one for you.”

“She explained everything in great detail so that even I could understand it.”

“Worked with Hendershot Burkhardt for many years, great company and great people!”

“John Morlu and his associates have represented Shield for years, guiding us with excellent fiscal advice and the best support as we navigate the complex requirements of taxes.”

“Trustworthy-honest We have been doing business with Dean for a few years now, all positive experiences.”

“Good listening, responsive to my needs, well informed and highly skilled”

“Jay is extremely knowledgeable and truly has his clients' best interests at heart.”

“I had a very good experience in tax filing this year and highly recommend her!”

“One of their features that I liked the best and found refreshing was the fact that they are independent and fee-only and that I did not have to be subjected to a hard sell of life insurance or an over priced mutual fund that I did not want or need.”