BRUNER Wealth Management, LLC - Mountville (PA)

Jenifer Joseph I met Jonathan and Felicia for a 30 minute consultation and they were both very polite and helpful to me. They helped me better understand what a 401K can do for my future and helped me understand the financial language with which I am not entirely familiar. I would recommend Tristate Financial Advisors for anyone who wants a respectful and honest approach to their finances and can reasonably afford their services. Thanks guys!

Lauren Logan I honestly cannot say enough good things about working with Chris and TerraWealth. He breaks down financial planning in a way we can understand. He’s always available to answer questions and is quick to respond. We recently bought a new home and Chris was more than on top of things to get all the necessary paperwork for the mortgage company. It was seamless for us. 100% recommend!!

Eire Girl When you run a business, you count on your bank to offer assistance when its needed. At our previous bank, we didnt have that. At First National, we do. I just spoke with Dawn, the branch manager at our local branch and she not only answered my questions, she also proposed several options that would help our business assure we arent going to be scammed. Thats what I count on in a financial institution, taking an active role in keeping the customer safe. Im very happy that we switched banks and went with a branch that is local and recognizes the needs of their customers.

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.

mb prickett This has been my branch for 30yrs, I am in at least once a month for something or another...but a standout part of my loyalty is the great care I get from Jeff B. He is so knowledgeable & gets me the information I need, takes care of my transactions & is dedicated to making every customer feel like theyre the ONLY customer...its refreshing in todays fast paced world to get that kind of service.

DB Kase Trent helped me develop a financial plan for my mom when she went into assisted living. We had no idea how to handle her money best and Trent spent time with us and my mom and explain our options. Without his help we would have been lost. He is kind, patient and very helpful.