Berkshire Asset Management Llc - Wilkes-Barre (PA)

Bob Beidler Brian was recommended to me over 15 years ago, just as he was starting his own independent business, and I have been working with him ever since. Brian has been instrumental in implementing my families financial goals and strategies. He developed specific plans for our childrens college funds, rolling over existing IRAs from previous jobs, starting new traditional and Roth IRAs for my wife and I, life insurance and long term care planning, plus he advises on my current 401k even though he doesnt have a vested interest in it. We have quarterly review meetings plus Brian is available at other times as well. Brian has high morals, values, and integrity. He has never tried to sell or push any investment or insurance products that werent in line with our needs. I would highly recommend Brian and Pathway Financial Services.

Josh Gellock Mike Assad is an incredible professional who has helped me understand my overall financial picture, both for the near future, and far. I feel confident with him by my side, managing my retirement portfolio.

Roberto G This is a fake company that used to be another fake company called National Asset Management. (exact same address as before). If you look at Google Street View it is NOT a place of business. They had somehow gotten a hold of old collection accounts (which are no longer valid) from 5 years ago from a legitimate collection agency, stole the name and started harassing people for old balances. That was two years ago. Now they are Global Credit Solutions and are again harassing people for these illegitimate balances. While on the phone with someone from the company he started screaming at me and told me that he was going to "send people to your business to harass you every day until you pay what you owe!" He also used profanity and was very unprofessional. If they call, hang up. They have no legal standing to collect any debts. I was previously in contact with the PA Attorney Generals office about this and I am currently also placing a claim with the IL Attorney Generals office to see if we can get these guys to stop scamming people out of money that they do not owe.

joe s Great people, god awful service. 5+ days for a payroll check to clear is insane. Theyll find 100 different reasons to hold your money. 1st time Ive ever been robbed by a bank... Take your money anywhere else, this place sucks.

Dave Wyckoff Kissling et al filed my 2018 federal tax return. In 2020, I received a letter from the IRS indicating that my 2018 was in error and I owed an additional $1900+ in taxes plus $139 in interest charge. I had Kissling review my return and they admitted to their oversight on my return. As a matter of good business practice, I expected Kissling to reimburse the $139 to me. They did not.

Merwyn Price Have had insurance through online companies for years and time to renew. Got quotes from several online companies and Erie. Eries auto insurance (with increased coverage) was a little cheaper than online quotes, and Erie homeowners was significantly cheaper. Overall, saved a little over $1600/year with Erie. And Larry (agent) was very knowledgeable and pleasant to deal with, making the transfer process painless. Highly recommend checking them out.

Michael Kelly A friend referred me to David Bates insurance. You are always a bit skeptical switching to another agent (I was with my previous agent for 20 years). Turns out David took great care of me and fiancé’s insurance. Not only did he save us a lot of money, but he got us better coverage too. David takes the time to make sure he’s taking care of you and invests in who you are personally. Highly recommend at least getting a quote!

Tom G High fees for everything he invests your money in. Find an ethical financial planner.