Boyer Financial Planning - Somerset (PA)

A Harkins I closed on my 1st home today. I recommend Kelly Stidham. She made the entire process a breeze. Shes knowledgeable, well versed, and respectfully connected. Her communication was straight forward. I have tremendous gratitude for her skills in helping me through the homeowner process.

Kathy McAndrew We have been with the Botkins since the 1990s and we would not trust anyone else to guide our investments. They are very responsive and touch base often with their clients. We have a formal meeting and recap of investments once a year. They return our calls with any questions we may have.. This is such a pleasure compared to what we had before with other financial planning groups. The Botkin Family Wealth Management group are first class and we would highly recommend that you arrange a meeting with them to see if they are a fit for you. You will not be disappointed. They educate their clients multiple times a year through ZOOM meetings and have guest speakers, experts in their field. We always want to learn for better understanding. We are very satisfied with this company.

Steve Gittens So I drive truck all night and dont get alot of time to get to do things that need doing in life. I called this branch and asked if I can bring my daughter in to open a checking account at 1055 am now I realize they close at noon but we live 5 minutes away. And I know it dosnt take all day to do this.. I believe the teller I spoke with was marylin or something along those lines replied that I needed an appointment and that matt sets up accounts was booked today... I see now why wells fargo is closing so many branches..this is also why we are switching all of our accounts to ally bank. Sorry for the inconvenience....

Jonah Gonzalez Daniel was an excellent Pearson to talk to. He had all the answers for me. Very professional. This office is in York, PA.