Broad Street Financial - Montoursville (PA)

Timothy S My wife and I have been clients of Marion Wealth Management Group for about 15 years because of the following reasons: 1) They are a fiduciary with our financial interests paramount. 2)They are very accessible, promptly responding to all of our queries. 3) They explain the details of our investments in terms easily understood. 4) They are able to structure our investments to satisfy both my wife (conservative) and my (moderately aggressive) risk profiles. 5) At their website they have elaborate financial software analysis, reporting and forecasting programs. 6) Mike Marion, Managing Partner, Jeff Lott, Partner and their office staff are all very nice and pleasant to talk with. 7) We trust them and have achieved financial peace of mind working with them.

Greg Rath Been doing my taxes for many many years like 20+ and I keep going back. They are busy but do an amazing job with different t options like in person tax or drop off and a wide spread of hours for appointments

Jason Lynn Went in and opened a new account. Matt was amazing and very educated on what your looking for in banking or he can get you to the right person. Brittany the bank manager reached out to see how how the experience was and if I needed anything not to hesitate to give them a call. Thank you for the positive experience.

olokun Rodriguez New commonwealth building

Jason Jacobs Great customer service always prompt smiling and Brianna has been doing a fabulous job for the past 4 years

Mike Murphy Mr. Egan has invested my money well over the last 40 years !!!