Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC - New Wilmington (PA)

Mark Kopsack Get things done quickly and take the worry out of retirement planning. Highly recommend.

CHRSPLMR US Raphael Musto wealth manager and financial advisor extraordinaire. I can not applaud the trust and communication of the entire Musto team enough. I feel like part of the family when I entrusted the Musto team from day one. Raf , thank you for all that you do and have done for my father.

Nick Ramondo Taylor has been invaluable in helping our family organize and consolidate our finances. He uses a holistic, organized, transparent approach tailored to our goals. What stands out most is his ability to provide financial guidance while considering the emotional aspect of large financial decisions. Since working with Taylor, we feel more confident about our familys financial health and can rest easy knowing he has our back. Highly recommend.

Danielle Grant Although my account had to be closed due to fraud , without the help of Diane and Chris at this branch I would have been in an even worse situation. Diane went above and beyond and took me without appts . Thank you both from the bottom of my heart .

Cynthia Perotti My husband Jim and I have been with the firm for many years. Thru the early years, Neal was our go to guy. Whatever questions or concerns we had, he always put our minds at ease. We can’t say enough about his professionalism and also caring that he treated us with. In many ways we felt like we were his most important people. Since Jim’s retirement, we have met more people. Most recently John McGowan. We had a wonderful conversation about our investments, but also a great time talking about our families with each other. We shared many laughs with him. It just made the whole call we spent together enjoyable and informative. Also, thanks to Nicole, who has reached out to us, we appreciate her helpfulness in further solidifying our relationship that Neal established all those years ago. We have been so blessed by the help and concern that they have showed us thru the years. Thank you!

Houser Lindsay I love this establishment! Clearview Federal Credit Union...youre awesome. Thanks for not being a normal bank