3Rivers Financial, LLC - Oakmont (PA)

Dee Kouture Had a bit of trouble with some account information, but the staff was more than patient. Exceptional customer service, and tremendous patience.

Sam Thompson Judy at the Thorndale branch is super sweet, kind, & a pleasure to chat with as she guides you through your time there. She’s the best!

Donna Cadden Customer service is phenomenal. The tellers and staff are courteous, friendly, knowledgeable and respectful. They are always willing to help. They treat us like we treat our customers.

Traci Faulkner We started factoring with Riviera Finance in 1993 and worked with them for 8 years. Got out of the industry for several years and came back and they were still in business and they are truly amazing! Very helpful people and wonderful to work with! Nina is our representative that we work with and she is amazing! Highly recommended!

Joseph C Pagoda When our first Financial Planner considered retiring, he diligently searched for someone to turn his business over to. His efforts paid off wonderfully, he chose Forthright Wealth Planning. They became our trusted financial planners and we became their satisfied clients. We deal primarily with Anthony J Capristo, Certified Financial Planner, and Megan Grilletto, Client Services Assistant. They answer all of our concerns and questions, they are extremely responsive to our goals and needs, and those responses are certainly very timely. Once a year there have been meetings to review activity, goals, questions, and also just to get to know each other better. And now, they fully understand our financial objectives. Communications are very timely via email, text, and phone. If you have a question or concern, they are quick to reply, always available to help. Time after time they have gone over and above what we expected. We highly recommend Forthright Wealth Planning if you are looking for a Financial Planners.

Tiye Davis Zenith Wealth Partners has been a game-changer for my financial future. From the very first conversation, their team made me feel seen, heard, and empowered. They helped me build a realistic plan to reduce my debt while also growing my wealth, something I didn’t think was possible at the same time. What I appreciate most is their holistic approach. We didn’t just talk about numbers; we discussed values, legacy, and long-term security. Zenith helped us begin planning not just for ourselves, but for our child’s future and our estate. They made what usually feels overwhelming feel manageable, even hopeful. If youre seeking a thoughtful, strategic, and affirming partner on your financial journey, I highly recommend Zenith Wealth Partners.

Susan Lynch CFS has been my bank for 25+ years and I can’t recommend them highly enough! I recently lost my husband and had a lot of information I needed, copies made etc. and the ladies working were happy to help me.