Beth Foyle - Financial Advisor, Ameriprise Financial Services, LLC - Erie (PA)

Jorge Morales Judge Odom I believe treated me fairly and didnt cripple me with ghastly payments.

Coffee lvr Mr. Paul and his staff are professional, helpful, and personable. A great choice if looking for a financial planner and tax preparer.

Ronald Riedi Frankie at A Better Way Financial bi-annually meets with us to discuss current situation and plan for the future. He and his team are very dedicated to the customers satisfaction.

Ed Stopped by today, we were looking for the radio station and they share the same entrance. We werent sure which way and the receptionist asked if we needed assistance and gave us the directions we needed. Friendly and helpful.

Mark Walden I have been working with the ML team in York, PA for many years and they are by far the most knowledgable, competent, responsive and trustworthy financial professionals I have had the pleasure to advise me. Their timely market knowledge is impressive and no doubt best in class. I have worked with a number of other advisors through the years but was never convinced my goals aligned. It would not enter my mind to work with anyone else. The bottom line, I dont feel like I am being sold but rather growing a partnership.

J M Good people -This office was extremely welcoming when I visited. They provided me a detailed financial plan, and it reduced the anxiety I’ve had since I began considering retirement.

Adam Harshberger Irwin financial was my first call to try to do business with. But unfortunately I called 6 times in a 2 month period and they didn’t even have the common courtesy to return my call for some reason. I am working on a complaint directly with Raymond James. Bad customer service is shared with four out of five people to where good customer service is only shared with two out of five. I suggest Kooman & Associates LLC in Altoona or Seltzer Financial Services in Altoona.

Dan Kohler I am writing this letter to recommend John Bentley, CFP, for your estate planning, individual/family, and business needs. Bentley is responsible for monitoring key financial indicators and maintaining financial performance in accordance with the financial and estate plan, and he did nothing but an excellent job. Bentley completes assessing financial status and indicators, conducting market analysis, and completing cost analysis, ROI, among other things. He conducts extensive financial research and comprehensive statistical monitoring and analysis. His attention to detail and skill allowed us to achieve financial success, and he played a critical role in maintaining the growth of capital and developing financial planning tools. Bentley always provides valuable insights, financial recommendations and hedges. His work is consistently excellent, and therefore I recommend him highly. Regards, Daniel Kohler