Christine OBrien - Prudential Financial - Sharon (PA)

Vic Kohler Erin was outstanding and extremely helpful explaining our health insurance options. We were new to the process of purchasing health insurance and Erin took the time to answer our questions. She is very knowledgeable and simplified the process for us. We are very glad that we had her assistance.

Patti MacDonald Craig Lowrie is an attentive financial advisor. He personally returns calls and emails within the hour. His office staff is excellent, too. They, too, have been able to answer any question I have. Nothing has ever been left to chance. Craig Lowrie personally calls if there is a need to make any changes to my portfolio. Knowledgeable and courteous are the best adjectives to describe him. He is also a dedicated supporter of the towns activities.

Kristy Berger I called in to inquire and just ask a few general questions, Julie Weaver was knowledgeable, kind, and friendly. Really great customer service!!

Jim Krugh Ryan has been my financial advisor for over 20 years and I couldn’t be happier with the results. Ryan listens to my goals and aspirations to develop a comprehensive plan to put me in the best position to achieve those goals. Ryan is extremely professional and someone you can trust to put your best interest first.

Ursula Curtis Amy and Kris were so kind and helpful. They were knowledgeable, thorough, and patient. They took a lot of time with me and really helped me. You can tell that they care about what they do.

Joseph Mitchell We have been using Engrade Financial for over a year. They are very responsive getting insurance quotes and always finds the best rates for us. Recently needed help getting someone new auto insurance on Saturday night and Engrade Financial found affordable coverage with in minutes of my call.