Coach4Retirees, Inc. - Altoona (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.

Mark Cowley Jamie is well versed and one of the most knowledgeable advisors in the business

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.

Dan Slivka Highly recommend using Equilibrium Wealth Advisors for your financial and wealth management needs. My wife and I have been working with the team for 2 years at this point and have been consistently impressed with our financial advisors (Matt and Ben). Their thoroughness in every aspect of our financial planning gives us great peace of mind. We especially value their well-balanced approach, which helps us feel secure and optimistic about our future. Plus, their availability and responsiveness are outstanding – theyre always there when we need them.

Jennifer Fonner Always had your needs in mind great for all your banking needs. The tellers are always friendly and willing to answer your questions. Highly recommended!

R. A. L. K. I really like doing business at this location. The only inconveniences are the auto-lock doors they use to enter/exit are tricky.. You have to wait until one closes before theyll buzz you in at the second. Same goes for exiting. The people are very friendly though and there are stools at the counter, which is nice.

Brian Hendren We have been doing business with Ifft & Palmer for over 15 years and they are simply the best! Upper management takes the time to learn your business in order to make sure they are offering the best products possible. We deal with Bev and Rena on a regular basis and their response time is unmatched. We could not be happier with their service. Highly recommend.