CWM Financial Group - Pittsburgh (PA)

Etta Hosmer Nice people, always friendly, glad I started my account here!

Ruth Kemmerer I have a great respect for the diligence that this firm gives to customer service.

Matthew Knouse Weve been working with Matthew and his team, especially Nathan, for years and are very happy with our experience. We are at ease with our financial future and retirement.

Lynn Goldfarb I found the practices of this operation to be deceptive and dishonest. They represented themselves as a division of Fulton Bank (their office was located next to the Royer Dr, branch of Fulton Bank). In fact, they were Raymond James. They told me they would purchase treasury bills for me for free. I opened an account, believing they were Fulton Bank, but when I later contacted them to buy T-bills for me as agreed (and learned they were really Raymond James) they refused to buy the T-bills for me. They wanted to sell me something else they could get cut of. They said had a "fiduciary responsibility" to only make transactions/investments that were in "my best interest" That is to say, in their best interest. Bait and switch at its worst!

Joe Mullen I have been with them for over 20 years . The service they have provided has been top notch and spot on. Their individual approach is just what I was looking for. I would highly recommend them for anybody who is saving for retirement.

Dawn Crawford My office has been with Penn Rise since they opened 17 years ago. Karl is our main contact there and he has always given the best offers that meet OUR needs. He has even suggested products that were less expensive and knew exactly what we used and has never let us "over buy". We have Health, Dental, Vision, Life, Long and Short Term Disability insurances through Penn Rise. In addition to this, they handle our Simple IRA account. I know that most employees even keep this set up after they leave our company. Truly a compliment to Penn Rise. They can be trusted 100%.

Lisa Mechling Pleasant local folks, fantastic rates and services. Approvals, closings are quick!

Kelly Patterson Lisa is very friendly and very informative. Recommend every time!

Faith Richards After years of receiving mailers from OMF, I finally took advantage of their service. At a time of great struggle, OMF came through to help me get my head above water. Their customer care is unmatched by any bank I have ever dealt with. Thank you OMF!