Bagnato Wealth Management - Irwin (PA)

Luis Castillo Jon was excellent. He explained different plans in ways I could understand and even called me back to check in. Great customer care

Glenwood Carr The greatest

John Wilson My wife and I have been very happy with Mike Nedreski and the staff at White Oak Wealth Partners. Mike has looked after our investments for over thirty years. He has set us up into a sound investment program that aided us in putting our three children through college and establishing our investment program for retirement along with a very good the Long Term Care insurance program. The personal attention Mike, Amy, Tiffany and Travis always give to the concerns we may have over our investments is much appreciated . My wife and I highly recommend Mike and his White Oak team!

Joanie Schnitzer Jordan is the absolute best! We so appreciate the time he takes with us to explain our retirement planning. He has put us at ease and made us feel positive about our future needs. We look forward to working with Jordan for years to come , he has our back and assures us our pathway holds a secure future. Much thanks to him and Thrive for putting our mind at peace and taking great care of our investments.

Faith Richards After years of receiving mailers from OMF, I finally took advantage of their service. At a time of great struggle, OMF came through to help me get my head above water. Their customer care is unmatched by any bank I have ever dealt with. Thank you OMF!