Alto Financial Group - Monroeville (PA)

Michael Kelly A friend referred me to David Bates insurance. You are always a bit skeptical switching to another agent (I was with my previous agent for 20 years). Turns out David took great care of me and fiancé’s insurance. Not only did he save us a lot of money, but he got us better coverage too. David takes the time to make sure he’s taking care of you and invests in who you are personally. Highly recommend at least getting a quote!

Scents Of wonder Super friendly and knowledgeable

Thomas Wand Numerous programs serving the community operate out of this facility, operated and/or supported by LTM. I volunteer with the tax preparation program, VITA. LTM deserves your financial and volunteer support.

Agnes When we had to withdraw money to buy a house in Florida we never received a call back to help us. His secretary would give us answers never had any answer by him always said this is what Jason said. We had annuities with the company he suggested big mistake. We had to call them for advise lost money cannot wait till I can move everything over somewhere else. He is a very pleasant man and I am sure he is very smart but I am very sorry I went with his company.

Carolyn Karas This is were my daughter works

Pets For LLS One Lick at a Time When I first met Michael I was interested in exploring an annuity. After speaking to him, I was so impressed with his knowledge of financial planning we explored retirement savings. Mike took the time to explain the difference between 401k and Roth IRA plans. So helpful! So I put a savings plan together and now have peace of mind that I have a long term plan in place. He also offers Insurance and Disability as well. I highly recommend you visit his website that is chock full of information.

Ifan Park Their straightforward process and friendly service were just what I needed when I was in a financial bind.