Ascent Wealth Management, LLC. - Allentown (PA)

Bonnie Hoover A Winning Formula! Roseville Wealth Management Group is the place to trust for comprehensive care of all aspects of your financial future. Their expert advisors provide reassuring guidance and explain options patiently and thoroughly. We rely upon them for not only successful investment strategies, but also for their valuable expertise in tax preparation and various long-term care / health insurance needs. It is much easier to get a good night’s sleep knowing that our managers, Matt, Jeffrey, Alec, Jacob, Michelle, and Abigail, and the rest of the Roseville Management team have our best interests in mind.

Kurt Brackney American Refining group sets the gold standard for competitive pricing, quality, and customer service in the oil industry. They take an extremely proactive approach to customer portfolio management and have representatives you know by name that are available 24/7 to meet and exceed all standard & emergency needs.

Kaley Barota Everyone that works here has been absolutely amazing and extremely helpful! They were so friendly and excited for me. Holly was incredible, as well as the ladies at the Elizabeth office.

A Marie The manager was very professional and made me feel right at home. Gerline was who I dealt with from the beginning she was very kind and professional as well. All these BEAUTIFUL ladies who work here are AWESOME!

Lauren Kolachny This location brings the convenience and perks of dealing with a large branch chain but the customer service of a smaller family owned business. While good customer service is always expected, my experience today was beyond just exceptional customer service. The drive through was busy 6 cars or so in line but when it was my turn Brian greeted me with a great attitude and a smile that was radiating through his mask. He thanked me for my patience and informed me he’d be right with me. He was quick to process my transaction and sent me on my way with best wishes. While the interaction was quite short and through the drive through Brian left a lasting impression on great customer service and is certainly an asset to BB&T. Thanks again!

Tom Foor I have been involved with this group for many years. They have done a fine job with our portfolio. All of their employees are friendly, courteous, and professional. They explore every avenue to find you the best investments available.

James Morrissey Trustworthy advisor, many options for investments. Great performance in my kids 529 plans. Recommend everyone with kids check into this the younger the better!