CorePlan Wealth Management - Ameriprise Financial Services, LLC - Dickson City (PA)

Denise Lewis The reps are knowledgeable and willing to help you with whatever issues you are having. They are very friendly you feel welcome when you walk in. Like family.

Matt Carlson I was hesitant to involve anyone else with my finances. But as retirement approached, I realized Google searches and books about retirement strategy fell short. It wasnt specific to me. The team at FIMG walked me through all of the details which led me to retirement. I wouldnt have been certain of that decision without their guidance. Id recommend FIMG to anyone that has financial questions.

Jeremy Moser Working with Eli was nothing short of amazing! Kind, Well Spoken and Intelligent. Answered all of my questions and assisted me with what i needed... If you are looking for a Insurance Broker who will not steer you wrong, you can trust the men and women at Kingdom Guard.

nikki oniboni Great bank! Friendly and helpful staff! Definitely recommend Clarion County Community Bank

Dennis Blaszkowski We have been with Brian for almost three years now. We are very happy working with Brian. He is easy to talk to and explains everything to us so that we understand. There is no pressure with Brian, just the facts and understanding. I would recommend to anyone, to use Brian and Winthrop Partners for their financial planning needs. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.

Joseph VR Great people, looking forward to buying another mobile home soon.

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.