Aufman Associates Inc - Sewickley (PA)

Brian Tabb I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my childrens future education—something that gave me real peace of mind. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates. He’s not just a financial advisor; he’s a true partner in helping me chart a secure path forward.

Lori H We really wanted to look forward to retirement, but navigating healthcare costs, estimating future financial needs and taxes was daunting. We have done a lot of great planning, but couldn’t shake the thought that it might not be enough. Then we met Andrew at Thrive Financial Services Just minutes into our first meeting, we knew we were in expert hands. With ease, he assessed what type of retirement we desired, reviewed our present situation and quickly detected areas of missed financial opportunities that we could correct. Thanks to Andrew’s exceptional knowledge, commitment to fully educating his clients and genuinely caring personality, we are no longer worrying about the future and enjoying today!

Bruno Rules I have known Cynthia Quinn and her staff for many years. We receive excellent service for my yearly Federal, State and local tax preparation. In addition, Cindy set up my self-employment retirement plan and she continues to gives me perfect financial guidance in the running on my small business. Cynthia is honest, driven and dedicated to her profession. I highly recommend M. Cynthia Quinn, CPA for all your accounting needs.

Cathie Hoke We have been working with Aaron Trinh as our Financial Advisor for several years. He is incredible! He is very knowledgeable and is able to explain things so that we can understand. He is very patient and informative, and looks out for our best interests. We look forward to working with Aaron for many years.

Daniel Strode Great non-profit to do business with!

Stacy Morrow They steal your money. They charge you for things you don’t know you’re being charged for. And any attempts at transferring money to an external account take 5 to 7 days. Never use these people. I tried to cancel my account and they charged me $10 to mail check to me for $50. They are charlatans.