Cetera Financial Specialists - DuBois (PA)

Joe Kelly Matt Wilson and his team have been nothing short of fantastic. He takes the time to do what others dont. His entire team goes to work for you immediately building a custom plan for your future. They are all very professional and easy to work with. I highly recommend Matt Wilson to anyone at any level for financial planning .

Cathy Brotzman My Husband and I met with Daven for medicare insurance advice. He cleared up all the confusion as to what policies would fit our needs. He found us great policies that saved us quite a bit of money. He was very knowledgeable and patiently answered all our questions. And the appointment was free!

Ahmed Marouf Visited the Bethlehem branch today to close my account as I’m leaving the country. The staff were super friendly and helpful—made a bittersweet moment feel a little lighter. I’ll miss banking with Bank of America!

Nikki Schake Shivani Patel and the entire Dickson City branch are fast, efficient, helpful, courteous, extremely accommodating, and have a great sense of humor! I highly recommend meeting their team!!

T M Our financial advisors, Cory and Nick made a trip from Philadelphia Pa to Colorado to meet us. What a great team they are. We had a wonderful visit meeting them for the first time. They were very knowledgeable about our retirement needs, and we have great trust in them, as well as the company. What a pleasure they are. Would recommend their services for sure. TM