Citizens Bank - Oil City (PA)

Charles Alexander Roffman Miller are financial advisors that are fiduciaries. Unlike insurance agents and stock brokers, fiduciaries must put you first. Insurance agents and stock brokers only have to provide "suitable" advice (whatever that means). They can sell you high commission products, trade frequently, etc. We have been extremely happy with Roffman Miller who have been managing our money since before I retired in 2015.

James Johnson Very professional and friendly. Attention to details.

Phil Lapp This is the best 401K provider and financial planners around! They have a solid team of people.

Michael Chambers sr Excellent campus

Naeemah Brown I was going through a refinance and alerted my mortgage company that I didn’t have enough insurance coverage and this was holding up the refinance. I called Mr. Flowers once. He acted right away. Got my policy reconstructed and within an hour the new policy was sent to mortgage company. Awesome service and experience.