Chase Bank - McKeesport (PA)

Brian Egan Enough cannot be said about the level of professionalism with which Randy conducts his Wealth Management Firm – From the moment you sit down with Randy, you get a sense of ‘Why’ he is in the business. It is easy within the industry to strictly make it about dollars and cents, however, in Randy’s case, it is about dollars and making sense. Education, objectivity and accountability are the foundations upon which Warren Financial has built itself into a trusted and proven player in the Wealth Management world. Randy forges genuine partnerships with his clients and his philosophy lends itself to a collaboration of minds, finding the most appropriate balance of investments for each individual portfolio. Randy’s track record is a testament to the sound and measured investment advice he provides to all his clientele, however, it is the intangibles that set him apart from the rest. Whether you are looking for maximized return on investments or financial flexibility and security, it is actually the value proposition he provides in his authenticity that makes him a true industry leader.

CoDy Smith Very easy to work with Carla had everything completed quickly.

Chad McKee We have struggled for years about how best to spend and save money, while trying to pay off student loans that have outrageous interest accruing, even thought we mad payments and never deferred. We never could figure out the best approach and we were scared to act because we felt like we were just guessing at what we should do. Having young kids, our priority was to make sure we had enough money, so our student debt just sat over us like a dark cloud. We also didnt like the idea of giving someone money to tell us what to do with our money! We feared the fees would get us off track of our goals. Finally we decided to go with our parents advisors...the family referral discount was amazing and we felt like we could afford financially to try it out. This was the best decision we ever made. Greg, Scott, and Sarah are top notch. Scott listens to our worries and goals. He makes suggestions, but always reminds us that the power is in our hands to make decisions on what we feel comfortable with. Sarah is a wonderful communicator who is amazing at her job. We are thrilled to have Beratung in our corner!

Kevin Krepps I have banked here for many years. The staff is always very helpful and professional. Will continue to this as my bank.

Tim Tomko “We’ve had a great experience with Capital A. Their service is top-notch, and it’s reassuring to know they have an office close to home. Communication has always been clear and consistent—they keep us informed about what’s going on and ensure we understand our options. We believe their investment strategy is solid, and they genuinely seem to have our best interests at heart. It’s a relief to work with a team we can trust. Highly recommend!”