Calvert Pearson Insurance Group - Warren (PA)

Lawrence Lang Great customer service right off the bat. Very open floor plan. Doesnt feel like a bank. Might be switching. Dude was telling me about some good rates of CDs. So thats good.

Pierce Giancaterino Stephen takes a very hands on, caring approach to the advising process and has a wealth of knowledge and experience to boot. Compared to most advisors, he certainly goes the extra mile to give you a personalized experience and makes you feel as though you are his only client, if not a friend. He is extremely down to earth as well, putting relationships ahead of profits. I would 100% recommend to anyone that is serious about their financial future and retirement. Stephen will get you to where you want to go.

Amanda A Working with Guardian Planners has been a truly refreshing experience. Their focus on Tactical Asset Management sets them apart in a field often dominated by automated, passive approaches. What I appreciate most is their hands-on approach to portfolio management, which prioritizes not just chasing gains, but actively avoiding major losses. This strategy gives clients a sense of security, knowing their investments are constantly being adjusted based on real-time market conditions. Charles W. Johnson and his team are highly professional, transparent, and always eager to provide clear, actionable insights. If youre looking for a financial advisor that values both growth and protection, Guardian Planners is a standout choice.

Pat Johnson This agent is superb in his financial advice and his skills as an advisor are impeccable. He is constantly learning and training to stay on top of his game. I feel very secure in utilizing this firm for my investments.

Sarah Anzalone Great service, highly professional and responsive staff that priortized my convenience. Susan Jaynes was able to thoroughly explain and create an HSA for me in record time, remotely. I am still impressed with how easy the experience was!

Byronjoel Barko Holiday finance services have open me huge door in my life I’ve been a victim of identity theft that is something difficult to deal with really difficult and this is the best quality professional service that open me huge doors in my future and I’m really appreciated with Holiday Financial Services I’m Erie pa thank you for the opportunity And happy to say that I am happy with all the services holiday finance provides thank you

Thomas Gunton We have been working with Rich, Rachel and her team for over 10 years, and I cant recommend them highly enough. Their comprehensive approach to financial planning has provided us with peace of mind, knowing every aspect of our financial future is being carefully considered. They are proactive in their communication, always keeping us informed, and incredibly responsive whenever we need them. One of the greatest advantages of working with them is their broader network in financial services, which has led to several high-quality introductions for things like insurance and tax accountants. This team truly goes above and beyond!

Ed Delinski Very helpful