Broadridge Financial - Philadelphia (PA)

Kevin Oleksa Don and Wyatt are very knowledgeable and have great rapport with their customers.

jbouche52 Awesome, just straight awesome!! Danielle was such a big help to our family. Highly recommend. She was there for us every step of the way. She literally saved the deal for us when it looked like it was going to fall through. Was very friendly and helpful through the whole experience!! We would give 6 stars if we could!!

Andy Colwell Our family has worked with John (and his predecessor Dwight) for years and were so grateful for the service theyve provided us with planning, 529 advisement, etc. The personalized care by John is unmatched - 11/10 would thoroughly and enthusiastically recommend!!

Bruce McDowell Very knowledgeable in the financial world..

Marcus Kevin was super friendly, very patient when technical issues presented themselves, & meticulous when it came to procedure. He is clearly very knowledgeable of the online services & forms at Diamond. He saved me time navigating between the App & web during account setup. Any issues I encountered he confirmed what I experienced then documented them to improve the next user experience. As an IT professional & manager myself Kevin is the type of person I would invest in keeping with my company if I had any say about. Great work Kevin, you’re a rockstar!

Marci Miller Working with Greg was one of the best decisions we made during our home-buying journey. From the very beginning, he was very knowledgeable, responsive, and incredibly patient—walking us through every step of the mortgage process. Greg took the time and found us a loan with a great rate that fit our needs perfectly.