Our Firm

When the public is surveyed about who they consider their most trusted advisor, the CPA designation consistently finishes first by a wide margin. And in recent years the Certified Financial Planner® has become the credential viewed most by the financial community as the leading designation for those providing personal financial advice.

 

For the most part we limit managed investment to mutual funds.  Virtually any mutual fund is available to our clients through the custodial brokerage services of Altruist, LLC. The majority of funds we recommend are available from firms like Vanguard, Fidelity and T Rowe Price.

Established in 2004, CIM Financial Advisers is a Fee Only investment management and personal finance planning service provider.


Harry McCullough, CPA, CFP

• Harry’s accounting degree is from LaSalle University. He’s a Certified Public Accountant (1976) and a Certified Financial Planner® (2000).

• Harry has been an investment adviser since 1997, and founded Comprehensive Investment Management, LLC, in 2004.

• He’s a member of the Pennsylvania Institute of Certified Public Accountants and has extensive advisory experience in all aspects of financial planning - investments, taxes, retirement planning, estate planning and insurance.

• Harry can be reached at h@cimontheweb.com and 610-580-5554.

 

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Mercedes Petrellis, WMS, EA, PMP

• Mercedes is a graduate cum laude of West Chester University. She is certified as a Wealth Management Specialist, Enrolled Agent and Project Manager Professional.

• Mercedes joined CIM in 2020. She has over 20 years extensive financial technology and business consulting experience. She is registered as an Investment Advisor with the Pennsylvania Department of Banking & Securities. She is a member of the National Association of Enrolled Agents. 

• Mercedes can be reached at mercedes@cimontheweb.com and 610-960-1068. 

Michael C. Collins, CPA, CFP

• Michael’s accounting degree is from Widener University (1987). He’s a Certified Public Accountant (1990) and a Certified Financial Planner® (1995).

• Michael is a principal shareholder of Collins & Company, CPA’s in Media, PA, and as a speaker for the Internal Revenue Service Taxpayer Education Program has given presentations on various tax topics. He is a member of the Pennsylvania Institute of Certified Public Accountants, the National Society of Tax Professionals, the Delaware County Attorney/CPA Forum, and is a registered QuickBooks Professional Advisor.

• Michael can be reached at 610-566-4760. 

Brian A. Collins, CPA, CFP

• Brian’s accounting degree is from Shippensburg University (1987). He’s a Certified Public Accountant (1990) and a Certified Financial Planner® (1993).

• Brian is a principal shareholder of Collins & Company, CPA’s in Media, PA, and as a speaker for the Internal Revenue Service Taxpayer Education Program, has given presentations on various tax topics. He is a member of the Pennsylvania Institute of Certified Public Accountants, the CPA Computer Users Group, and the Delaware County Attorney/CPA Forum, and is a registered QuickBooks Professional Advisor.

• Brian can be reached at 610-566-4760. 

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Mailing Address

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200 Locust Street

Suite 3A

Philadelphia, PA 19106

Phone: 610-580-5554 / 610-960-1068

Fax: 844-249-9666

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Virtual and in office meetings can be available by appointment. In office meetings will require vaccination and masks.

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