Bill Messner Contrarian Investment Advisory, LLC - New Castle (PA)

Donna It was an absolute delight to work with Concierge Financial Advisory. Constance Craig Mason is the consummate professional. Constance explains everything in a clear and concise manner. She genuinely cares about you as a person and wants to ensure you have a sound financial plan and legacy for your family. If you are looking for someone to assist you in your planning process do not hesitate to contact Concierge Financial Advisory. You will not regret it!!!

SSG Follow-up review. The Pgh office staff went out of their way to help me find the person and contact information I needed. Pgh office people were very friendly and told me to call back if I did not get results at the main office. When I did reach the person I needed she also was very friendly and helpful. Thank you Pgh staff!! Much appreciated! The main office where our account is handled is not giving us information we request. They arent even answering our emails.

Tim Tomko “We’ve had a great experience with Capital A. Their service is top-notch, and it’s reassuring to know they have an office close to home. Communication has always been clear and consistent—they keep us informed about what’s going on and ensure we understand our options. We believe their investment strategy is solid, and they genuinely seem to have our best interests at heart. It’s a relief to work with a team we can trust. Highly recommend!”

Justin Burch There are only a few good people that work for the company overall. But seems like the majority of the company lets manipulative people governed over others unnecessarily. My mother has devistated me financially and hardly anyone in this company will do anything on my behalf to take an abusive manipulative mother that has messed my life up for 35 years after hitting my head off a car door when I was 3 months old but they allow her to be on an account despite the deliberate destruction that she started. They havent done anything to help me have a productive life. Im disabled because of her but they dont seem to care.

T M Our financial advisors, Cory and Nick made a trip from Philadelphia Pa to Colorado to meet us. What a great team they are. We had a wonderful visit meeting them for the first time. They were very knowledgeable about our retirement needs, and we have great trust in them, as well as the company. What a pleasure they are. Would recommend their services for sure. TM