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At Schmerling Financial Group, we believe in knowledge and education for our clients through offering advice and support through life’s milestones. We want you to have peace of mind so you feel more secure about your financial future.
261 Old York Rd #514, Suite 514, Jenkintown, PA, 19046, United StatesGet directions
|Mon||8:00 a.m. to 5:00 p.m.|
|Tue||8:00 a.m. to 5:00 p.m.|
|Wed||8:00 a.m. to 5:00 p.m.|
|Thu||8:00 a.m. to 5:00 p.m.|
|Fri||8:00 a.m. to 5:00 p.m.|
Schmerling FInancial helped set up a long-term financial plan for my Mother-in-Law many years ago. Now that she's retired and pulling from her retirement funds, she's on very solid footing, thanks largely to their careful planning. Though I'm sure she's not the largest of their clients, they continue to offer helpful advice to maintain her funds. We liked them so much, my wife and I discussed short-term & long-term financial strategies with them. They've also prepared our Federal, State and City Business taxes the last sever... read more
My recommendations, based on a horror story from someone who invested money here, is to have a lawyer look at all paperwork before signing anything here. A large sum of money is locked up and says it has value on paper, but can't be cashed. Owner won't talk about it so the reminder of monthly statement that looks like theres money that can't be touched is insane. Unless you like having someone else have your money while you get a price of paper that you can't use, I suggest bring very careful if you must invest here. Th... read more
I've known Neil Schmerling since 1979 when he first helped us with our taxes; He is knowledgeable,honest, very down to earth which makes it easy to tell him what is on your mind .I can't say enough only that your in good hands with Neil.I appreciate all of his efforts to insure my retirement funds did very well.
The Schmerling Group has a 5 star rating with 3 reviews.
The Schmerling Group is open now. It will close at 5:00 p.m.