Boatman Wealth Management, LLC - Monessen (PA)

Jim Furman Rick has been a huge help insuring success in my wifes and my retirement. He was able to highlight and correct areas of possible shortcomings. He has also been flexible since we changed our retirement plans when we sold our home and upgraded our 5th wheel to tour the country full time. He has always been accessible, responsive and candid about what plans are possible or might not be advisable.

Julia Herbst Eric Orlovsky Tax Services is excellent! He has prepared my husbands taxes for his income and business for decades and we have continued to use his services even now after we moved out of state! Self employment, rental properties, sale of homes, estimated withholdings, gaps in employment - you name it he handles it promptly and expertly. This is a business professional you can trust. The communication is easy and flexible! Eric has a way of explaining all the financial consequences and tax variables clearly so we can make informed decisions. We value his advice and service as top notch and highly recommend him.

Tyler Wise Joe- is a great agent, team is awesome, great people to do business with.. If you havent checked them out yet you should.

Michael Kull Will be closing my accounts with this joke of an institution. The trouble of changing my direct depost to my other bank, will be MORE than worth it. Some of the most unprofessional people I have dealt with. Been a long time coming, but today was the straw that broke the camels back. Cant wait to say "good riddance."

James Cole I have worked with Dan and his team since the day I was able to invest!!! 24 years of great service, advise and most importantly, returns. So glad we met young!!!