Bradford Postal Credit Union - Bradford (PA)

Charles Alexander Roffman Miller are financial advisors that are fiduciaries. Unlike insurance agents and stock brokers, fiduciaries must put you first. Insurance agents and stock brokers only have to provide "suitable" advice (whatever that means). They can sell you high commission products, trade frequently, etc. We have been extremely happy with Roffman Miller who have been managing our money since before I retired in 2015.

Geoff Y The team at Kaufman Financial Servies is very professional and thorough in their work. They have helped my family identify the best way to save money and plan for retirement.

Kevin Alamo American Capital Express helped us secure fast business funding and maximize our business credit to fuel growth. Bladimir’s knowledge, professionalism, and step-by-step guidance made the process seamless. Highly recommend for any business seeking reliable financing solutions.

Kate Gigliotti Working with Julie has been a lifesaver for our family! Doing our own taxes and using H&R block for years before finding her, we could not believe how easy it was to get our return in a timely fashion. We were feeling very overwhelmed with multiple W2s and a new mortgage, and Julie worked with us to make sure we took advantage of every credit and got a great return. She also helped us when we received a bill for missed taxes from a previous return we had submitted with H&R block years before. She was able to take a bill for over $2000 and, through her research and diligence, prove that we only owed $85. I was so relieved! I am extremely impressed with her professionalism and attention to detail. Communication has been prompt and very clear. I would highly recommend Financial Allies!

Aaron Stull I recommend PWA Wealth Management and Keith Biskup.