B&R Accounting - Farrell (PA)

Patti MacDonald Craig Lowrie is an attentive financial advisor. He personally returns calls and emails within the hour. His office staff is excellent, too. They, too, have been able to answer any question I have. Nothing has ever been left to chance. Craig Lowrie personally calls if there is a need to make any changes to my portfolio. Knowledgeable and courteous are the best adjectives to describe him. He is also a dedicated supporter of the towns activities.

MD Transplant I recently retired from a large, well-known hospital in Baltimore, my retirement fund was with their contracted financial group, also as large and impersonal as the hospital, albeit not as "famous". I decided it was time to take a more hands on approach with my finances and thats when I met Conner Brady from Stages Planning Group. Conner couldnt have been nicer or made our first meeting more comfortable and convenient, first by asking if I preferred to meet in person or via Zoom. I chose Zoom and it was a good thing for me that I did, because life never goes as planned, my 3-year-old grandson was dropped off an hour before my meeting. Not only was Conner very patient and flexible while I was trying to wrangle my grandson, but he also genuinely knows his stuff! He was honest with me, told me what I needed to know, not what he thought I wanted to hear, did not talk over my head, as the other financial planners had, didnt try to sell me anything that I didnt want or need and suggested what he thought would best suit MY needs. In short, I highly recommend the Stages Planning group. I have since had the pleasure of meeting both Lou Leyes, owner of Stages and colleague Marcus Snow. I would recommend any of these guys to my friends and family, but I was particularly impressed with Conner Brady for his patience and not missing a beat while explaining to a practically, financially illiterate grandmother with a 3-year-old on her lap! Well done job Conner Brady!

TDJ Equity LLC Here’s a professional and appreciative Google review you could leave for i Fund Cities: Exceptional Funding Partner – Highly Recommend for Brokers & Clients! As a loan brokerage, we take great care in vetting our lending partners to ensure reliability, speed, and transparency for our clients. i Fund Cities exceeded our expectations—their performance was seamless, communication was clear, and most importantly, they delivered funding for our client efficiently. Their team is professional, responsive, and truly understands the needs of both brokers and borrowers. It’s rare to find a lender that aligns so well with our standards, but i Fund Cities proved to be a trusted partner. We’ll absolutely be working with them again and recommending them to others in the industry. Thank you for your outstanding service!

Financial Strategies & Designs Inc The staff is courteous, efficient and very Intune with our needs. We highly recommend for your Financial Plannng needs

Tammy Fisher Very friendly and very helpful get things done for you fast and help you with all your needs

Paul Edward Sound financial advice aside, Tom is a good guy all around and I can attest that youre in very competent hands with he and the businesses lovely office manager, Sheri (sorry if I duffed it on the spelling of her name)

Theresa Stachera West Advisory group has been a great asset during our journey to retirement. They are always there when we have questions or just to reassure us when making decisions. They have our trust and confidence.