Baird Private Wealth Management - Washington (PA)

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

Carolyn Kross David Joseph has to manage my investments and he never returns my calls and has been inaccessible for nearly two years. Perhaps you need a minimum amount of money to get his attention/ recalls which apparently I do not have. Unless you are rich he will ghost you and that is unacceptable.

Art Berkovitz Keeps me in touch with what they think going to happen and why.

Gina Toy I and my husband feel so fortunate to have found Dominic at U Financial years ago! My husband is one of those people who is reluctant to open up his financial business to anyone but he had complete trust and confidence in Dominic from the very first meeting! He is a rare find - you can be assured he has your best interest and he will respond to you immediately!!! He is the reason I have been able to do a short term retirement earlier than I ever dreamed!! The office staff are 5 star as well!!!!! You will not find a better financial advisor! Do yourself a favor and contact them!!!!!

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!