Dukovich & Associates Financial Services, Inc. - Raymond James - Pittsburgh (PA)

Luke Roberts In the past I wasn’t thrilled but after talking to the nice teller man this past week, I felt really heard.

joseph lorenzo Been with them for 30 years I like how they treat me a very good insurance company

Rosso Nero Its been a clown show since my mortgages were shipped to BSI, but I held my tongue. As long as I could. I got the conversion paperwork and went online to activate my account. I did so, and set up auto-pay for my first mortgage. I then tried to add the second mortgage, but couldnt. I called customer service only to be told I couldnt add my other mortgages (I have rentals) to my online account, I would have to create separate logins for each of them. I dont know what Windows95 application BSI uses to process payments, but I decided against setting up a bunch of separate accounts, and, as I would have done in 1985, filled out paperwork and mailed it to them authorizing auto pay. It turns out to be a good thing I did, because the autopay request I submitted on their website only worked twice and today I received a past due notice for funds that should have been processed automatically. So I will go ahead and mail paperwork for the final account along with a check for the past due amount.

Lee Kauffman They feed me every year at the Holiday party!! Truly, they are a nice group of folks trying to help us guard our investments & lower our taxes to a fair portion! It’s a really great experience!

Jack DeBardeleben BB&T Market Leader Alicia Blount successfully opened an estate account for my mother when others had been unable to. Her subject matter expertise and customer service skills were outstanding. Im a long-term BB&T/TRUIST customer because of her.

Genessi Lugo This was my first year filing with Chelsea, and I couldn’t be more impressed. From start to finish, she was incredibly supportive, personable, and professional. She took the time to educate me throughout the process, making everything feel simple and stress-free. You can truly tell she cares about her clients—she goes above and beyond to ensure you feel comfortable, heard, and informed every step of the way. I’ll definitely be back next year and highly recommend her to anyone looking for a trustworthy, knowledgeable, and caring tax professional!

Michael Yednock Brad is a genuine and honest man. I have full trust in him and his company with all of my finances. Highly recommend!