Brumbaugh Wealth Management - Exton (PA)

Dan McKay I have dealt with Mr Michael Montileone for decades and found him to be of the highest caliber.

Amanda Taylor I have been working with Adam P. for a few years now. He is very professional, knowledgeable and presents the information in an effective manner. He responds quickly to phone calls/emails and always greets you with a smile. I highly recommend working with Adam.

Jeremy Moser Working with Eli was nothing short of amazing! Kind, Well Spoken and Intelligent. Answered all of my questions and assisted me with what i needed... If you are looking for a Insurance Broker who will not steer you wrong, you can trust the men and women at Kingdom Guard.

Chris Langas I love WesBanco but I do not care for the women at the New Castle branch. They said they didnt know me and were rude to me and made me sit and wait when I did not have to I have been coming there for a year-and-a-half but yet they said they didnt know me. I will not go in that Branch again ever

Linda Love Im so grateful for the opportunity to speak with Dan Bailey and Henry recently. Im a widow with a limited understanding of financial investing / management. Dan was very helpful and willing to answer all my questions, as I move forward in seeking the LORDs will regarding the sale of properties, managing my retirement account, and moving to a retirement community.

Tulkin Nizomov Good job

Jessica This is the first time weve had a financial company actually listen to us and to our needs as a family and business owners. Then gave us exactly what we needed and wanted. Along every step of the way, we were 100% comfortable and made to feel that way. They explained everything in a clear way, even our stupid questions! Gratton and Kerr goes above and beyond! I look forward to working with them for many many years to come!