Cottonwood Associates - Sharon (PA)

Colleen McD They were very helpful after my family member passed away. Go to Hermitage,Pa location. They were wonderful.

carl milks Good luck getting anyone to call ya back or even answer an email or message.

Mary Jesse is an amazing fiduciary/advisor and human! He is kind and truly cares about his clients. The Harrisburg area is fortunate to have him. If you are in need of a financial advisor, call him first!

Waxwing It was surprisingly casual for clearly professional work. Could not be happier. I’ll be getting my taxes done here going forward ❤️

Benjamin Wert An amazing experience! Russell is very knowledgeable, and considerate of our future plans. He continues to help us build a success plan. Russell uses tangible examples when presenting, to include both the positive and negative influences involved while using his experience to build a financial map we can easily follow that is within our means. We now have a strong portfolio designed to help us achieve both our short and long term financial goals. Thanks Russ!