Central Susquehanna Opportunities - Shamokin (PA)

Tyler Staab Kelley Financial Group has been a pleasure to work with. Davisson in particular has been extremely helpful and responsive in ensuring that our company has the best options for financial planning for our employees. Would highly recommend Kelley Financial Group.

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.

debra holz I was new to investing when I met P.J. DiNuzzo about 8 months ago and had no idea what I was doing. I had a considerable sum of money, but I was terrified of losing it. P.J. was very patient with me and twice held long meetings with me to explain investing and diversifying my investments laying out the logic of his proposal. It was almost a tie with another financial advisor, but I chose DiNuzzo because its apparent he and his wealth advisor, Mark Ambrose, know what theyre doing. I am a conservative investor, and theyve respected that. Mark has also very patiently held my hand through the process and explained things to me along the way. And my money is growing!

Carol Waldeck Bill Mahan is an extremely intelligent and experienced Financial Advisor. After having gone through a totally frustrating experience with a local bank trying to close an account my sister had after she passed away I contacted Bill regarding an account she had with Ameriprise. He reviewed the transaction and advised me what he needed to take care of me. We met at his office and he immediately handled the transaction. Explained what we had to do and prepared necessary documents. Everything was mailed in and he helped me send in the finishing documents. His staff is friendly and also very efficient. Ameriprise and Warren is lucky to have him.

Jeff W Needed some help with loan payoff notarization while in AZ. The team was very helpful, especially Rick who went out of his way to get it done for me in a very quick manner. You dont get that kind of service at the big banks.

Ifan Park Their straightforward process and friendly service were just what I needed when I was in a financial bind.

Richard Johns They have done a great job for my family with investments. Highly recommend them.

Rebecca Osorio Joan was very personable and friendly! Made the process for my son opening his account very smooth and easy. Thanks for great customer service!