Confluence Financial Partners - Sewickley (PA)

Bob Beidler Brian was recommended to me over 15 years ago, just as he was starting his own independent business, and I have been working with him ever since. Brian has been instrumental in implementing my families financial goals and strategies. He developed specific plans for our childrens college funds, rolling over existing IRAs from previous jobs, starting new traditional and Roth IRAs for my wife and I, life insurance and long term care planning, plus he advises on my current 401k even though he doesnt have a vested interest in it. We have quarterly review meetings plus Brian is available at other times as well. Brian has high morals, values, and integrity. He has never tried to sell or push any investment or insurance products that werent in line with our needs. I would highly recommend Brian and Pathway Financial Services.

Kylie Luczka Bryan was patient and very thorough! As a small business owner, I appreciate that so much, the entire process was smooth! He made me feel comfortable and is very knowledgeable; its rare these days to have a positive experience. Thank you!!

Dawn Meyer Dustin Laurie is a very professional and easy man to work with on financial issues. He sits and goes over everything so you can easily understand. The time frame to get your issues settled is very fast. He is also very affordable. We like working with him.

Linda Love Im so grateful for the opportunity to speak with Dan Bailey and Henry recently. Im a widow with a limited understanding of financial investing / management. Dan was very helpful and willing to answer all my questions, as I move forward in seeking the LORDs will regarding the sale of properties, managing my retirement account, and moving to a retirement community.

Margie Ruffalo Very professional, knowledgeable and friendly.

Sarah Slater Working with the Speakman Financial Team feels like working with family. Theyre trustworthy, very professional and knowledgeable, and realistic when it comes to your finances. Even for those who may not be very financially savvy, they do an excellent job of simplifying terms and checking in often to make sure you understand whats happening with your money. I would highly recommend the Speakman Financial Group!