Albert B Melone Co - Pittston (PA)

Rachel Tellers have always been super nice, I used them for purchasing my home as well and they were soooooooo helpful, and sweeter than the mortgage brokers my realtor tried persuading me to use. When we closed on the house they gave me a nice quality candle which was just really kind.

Martin Alexandrov High pressure annuity sales to your elderly parents is what you can expect here A bunch of used car salesmen.

Michele Sophiea I have been working with Kevin for the past few years as I prepared for retirement and he has helped me immensely with my finances as I entered into this new phase of life. He is always quick to respond and I rely on his vast knowledge of what is happening out there in the market - his management of my accounts has worked out very well for me!

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.

Samantha ONeill Cassie Powell was so helpful & got me a cheaper insurance rate! The whole experience was super easy, thanks Cassie!

Ed Delinski Very helpful

Joe Hubbes Customer service support is fantastic! I had Michelle Brooks helping me and she was awesome. Very nice and professional. She quickly resolved my issue with ease.