5 /5 Melissa Randall: I highly recommend Conner. He will spend time helping you with all the aspects of your finances and provide great advice and help you plan for the future.
5 /5 Bonnie Neely: Conner has been a great asset to my business. He listens and focuses on different strategies and tools for your business. He is honest and plans on working to better your business in the long run. I recommend Conner for your financial needs. Thank you.
5 /5 erin woods: Conner was able to point out a few areas we could make adjustments in our business to make improvements to our bottomline. He is super easy to work with and has incredible insights! Thank you, Conner!
5 /5 Heather Meadath: Conner has been such a great help with my student loans. He has taught me new ways to start saving money. He is very honest and motivating. His prices are also reasonable, which is a great plus! I will definitely be coming back if I need help in the future.
5 /5 John Gallo: Hes an honest and very helpful advisor. Highly recommend Brady Planning for financial investing and consulting!!
Agnes When we had to withdraw money to buy a house in Florida we never received a call back to help us. His secretary would give us answers never had any answer by him always said this is what Jason said. We had annuities with the company he suggested big mistake. We had to call them for advise lost money cannot wait till I can move everything over somewhere else. He is a very pleasant man and I am sure he is very smart but I am very sorry I went with his company.
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.
Aye Creepn Washington PA office. I think his name was Anthony. Excellent customer service. Very professional, knowledgeable, and understanding. Made the process easy. I would definitely do business here again if needed.