Douglas McCulloch - Financial Advisor, Ameriprise Financial Services, LLC - South Williamsport (PA)

Diane Ruchka My parents (God rest their souls) and I have been dealing with Micky at Penn financial for many years. His expertise has my accounts growing and safe. He listened to my parents concerns and needs and at end of their life everything was handled professionally and timely. I highly recommend meeting the team I don’t think you would be disappointed.

Ursula Curtis Amy and Kris were so kind and helpful. They were knowledgeable, thorough, and patient. They took a lot of time with me and really helped me. You can tell that they care about what they do.

Kristen Fricke I cannot recommend Mike and the team highly enough! They really take the time to listen to your needs and determine what are the best products based on your financial goals and needs. They are very accommodating about finding a time to meet and doing what is best for their clients. They are fiduciaries, so they will always have your best interest in mind. They will show you a variety of products and recommend what they think is best given the market. I highly recommend them to anyone, we are not in the medical field and they have been a tremendous help.

Michele Hess My husband is preparing to retire. This place was recommended to him. He took a vacation day and we went to a meeting with all our financial records. We were quickly told that they dont take anyone with less than a million dollars to invest. We were caught totally by surprise and felt humiliated. I believe they should let potential clients know that when they call for an appointment. It was a total waste of time.

paige nealer Bob is great and his staff is always helpful. I have had my ira with them since i was 18. Very highly recommend.