Benchmark - Washington (PA)

TOLIBJON KHOLMURODOV ok

Brittany Kentos The experience was easy and quick and the staff was so helpful! As soon as I submitted my application, they followed up to explain next steps and how the process worked. It was so nice to be able to upload documents that were needed and have everything ready when I went into the office to sign.

Kelly Patterson Lisa is very friendly and very informative. Recommend every time!

Charles Alexander Roffman Miller are financial advisors that are fiduciaries. Unlike insurance agents and stock brokers, fiduciaries must put you first. Insurance agents and stock brokers only have to provide "suitable" advice (whatever that means). They can sell you high commission products, trade frequently, etc. We have been extremely happy with Roffman Miller who have been managing our money since before I retired in 2015.

Catherine Panick We have been using CFG for many years now and Ethan has provided us with consistently high value financial advice through multiple life changes (home buying, relocations, career development, etc.). He goes the extra mile, being flexible and available to discuss our financial goals, anticipating our changing needs, and always having our best interests in mind. His strategic, proactive approach has given us every advantage to maximize our financial growth and plan for retirement. Being able to lean on his expertise has made managing our finances stress free.