DiNuzzo Wealth Management - Beaver (PA)

5 /5 debra holz: I was new to investing when I met P.J. DiNuzzo about 8 months ago and had no idea what I was doing. I had a considerable sum of money, but I was terrified of losing it. P.J. was very patient with me and twice held long meetings with me to explain investing and diversifying my investments laying out the logic of his proposal. It was almost a tie with another financial advisor, but I chose DiNuzzo because its apparent he and his wealth advisor, Mark Ambrose, know what theyre doing. I am a conservative investor, and theyve respected that. Mark has also very patiently held my hand through the process and explained things to me along the way. And my money is growing!

1 /5 Charlie Cook: We approached DiNuzzo for financial planning services with our assets being greater than their minimum. After supplying information that was requested we had a second meeting on Jan 15. PJ spent the entire meeting detailing inadequacies of our reported cash flow. To our surprise the meeting then ended with no explanation nor interest in offering their service. Basically we were shown the door. An explanation of why they were apparently not interested in offering services was appropriate. Our mistake was not requesting such an explanation which would have been helpful. People in our situation are experiencing stress including financial and this kind of treatment is not appropriate and very unpleasant.

5 /5 David Cutich: I have had my account with the DiNuzzo team for many years. They are very professional and thorough. They explain everything they do and why in detail. They do not "churn" your account, they only take a percentage fee for their services. My wife and I typically meet with them once per year and they review your account and go over your financial future. They always answer your questions patiently and in great detail. I have been very happy with their services and I highly recommend them.