21:5 Wealth Management - Latrobe (PA)

Mildred Rosario Good customer service

Dan Kelly Best accountant and team in Western Pa. I refer all my friends and family. Personal or business my highest recommendation!

Allen Walker I have been a client of The Ohagan Group for more than six years. They are absolutely the best in the business. My financial advisor, Greg Holland, is a consummate professional. Unlike advisors at other financial management firms, Greg really takes the time to understand my financial goals and objectives. My portfolio is actively managed and rebalanced on a very regular basis—unlike other firms who just dump my money in a mutual fund and let it stagnate there. I give The Ohagan Group my absolute highest recommendation; if I could give them six stars I would!

Diane Ruchka My parents (God rest their souls) and I have been dealing with Micky at Penn financial for many years. His expertise has my accounts growing and safe. He listened to my parents concerns and needs and at end of their life everything was handled professionally and timely. I highly recommend meeting the team I don’t think you would be disappointed.

Ryne Kean The staff are friendly and helpful however the banks policys on certain things are insane such as the overdraft fees and interest rates but I understand that is what they do to make money and we agree before opening anything

Jaime7742 Duquesne Family Center provides resources to families with children 0-18. They have a diaper bank, small food pantry, provide resources, crisis assistance, transportation assistance, parent and child groups and events and a home visiting program focused on child development for prenatal- age 5.

Gia Parker Maxwell Tim has been working with us since 2020. Even with our modest financial lifestyle, Tim has made us feel valuable and shows great concern for our financial success. He will take the time to explain things in detail and offer practical solutions and next steps. Appreciate him!

Donald Staab If your nervous about doing your own taxes but also dont want to get robbed by the big tax service companies, go to Monahans. Super friendly ladies will get your taxes done and filed quickly. Take my word on this, give Monahans a call.