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We’ve been with the Yardley Wealth Management for two years, and our experience is extremely positive. We began working with Mike and his team when we needed a will and estate planning. Another important issue was and still is the retirement money management. Everything we needed was accomplished promptly and perfectly. We are very happy about everything related to our estate planning and money management. It is a great pleasure working with Mike, Karen, Sandra, Maureen, and the entire Yardley team. They are always knowledgeable, helpful, accurate, responsive, courteous, and constantly on time. No question remains unanswered and no request is ever ignored/forgotten. We are extremely pleased with our financial advisors and highly recommend them to everyone in need of money management and/or estate planning. Thank you, Mike! Thank y’all!

We would have given more stars if the option was available. For more than 14 years we have been associated with Mike and his team. Mike guided us through our retirement planning and the implementation of that plan. This has enabled us to have peace of mind knowing that our investments are being effectively managed. Mike and his team have helped us resolve other financial related issues resulting in positive outcomes. We highly recommend Yardley Wealth Management for your financial needs. Chuck & Barbara

My wife and I are not exactly financially savvy, and have been looking for a financial advisor who would give us their expert advice, not just make the usual recommendations for where to invest, etc. We also needed estate planning services.We noticed Yardley Wealth Mgmt did both and was located nearby, so we made an appointment, slightly dreading it — money and death, I'm not sure which I'm less comfortable discussing.. We couldn't be happier we met Michael and his team at YWM. They are a truly refreshing group of people: obviously experts in their fields, but also genuine, warm, and empathetic. The level of communication has been great (at least on their end: they are very responsive, whereas we... sometimes take a bit to respond). I can't imagine anyone we'd trust more than Mike, Karen, Maureen, Amy — everyone, really — to help us prepare for our future. I'm not big on writing online reviews, but this is one I was happy to write. I really couldn't recommend this team more.