Behn Financial Group LLC - Erie (PA)

Gary Caruso Excellent, competent and prompt service. Very friendly atmosphere.

Jeff W Needed some help with loan payoff notarization while in AZ. The team was very helpful, especially Rick who went out of his way to get it done for me in a very quick manner. You dont get that kind of service at the big banks.

Gillian Springer I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.

KER I love the new location, at the Fayette Plaza (near Ollies & Giant Eagle). Not just because its extremely close to my home, but also because its much neater. The wait times are still what theyve always been, thats not their fault - they cant help who comes in, when, or how complicated peoples transactions can be. SSA doesnt make the laws. Once I get to the window, often my visit goes quickly. One time I was given incorrect information from an SSA agent at this location, and my Ticket To Work liaison had to handle the matter because of that, but Im not going to hold that against the entire office. Usually everyone is nice & helpful, takes as much time with you as you need, and tries to get everyone in & out quickly. The seats could be a little more comfortable, considering a lot of disabled & elderly people go there, but otherwise its a nice, clean, quiet place.

Sam Kernion We had a fantastic experience with Princeton Financial in purchasing our home. This was our third move and the prior two times faced issues with lack of attention, false promises, and overall poor performance. Gayle Thomas and Princeton Financial completely reversed that trend. They provided a fantastic rate, locked it in, and overall provided a responsive level of service. There was a level of care that was not present in the prior purchases. We felt like more than just a number to them and, importantly, the level of care did not drop off after we had committed to them. Even well after the closing we had a question on the mortgage and Gayle was again very responsive. I strongly recommend Gayle and her team.

Roberta Luba Working with Amy and her team has always been such a positive experience. Since working with Braun-Bostich Associates, I have felt listened to and cared for. They are not only professional and knowledgeable, but also incredibly kind and approachable. They take the time to explain things in a way that makes sense, answering all my questions, and I never feel rushed or overlooked. What I appreciate most is how genuinely they care about me and my goals. It’s clear they want the best for their clients, and that gives me such peace of mind. I feel confident knowing I have a team I can truly trust. I’m so grateful for their guidance and support. I highly recommend Braun-Bostich & Associates!