Edward Jones - Financial Advisor: Charles R Holt - Erie (PA)

Virginia Glasgow Very clean

Bonnie Hoover A Winning Formula! Roseville Wealth Management Group is the place to trust for comprehensive care of all aspects of your financial future. Their expert advisors provide reassuring guidance and explain options patiently and thoroughly. We rely upon them for not only successful investment strategies, but also for their valuable expertise in tax preparation and various long-term care / health insurance needs. It is much easier to get a good night’s sleep knowing that our managers, Matt, Jeffrey, Alec, Jacob, Michelle, and Abigail, and the rest of the Roseville Management team have our best interests in mind.

Brian McDonough Aa

Gina McCarthy Amazing to work with!

Kaley Barota Everyone that works here has been absolutely amazing and extremely helpful! They were so friendly and excited for me. Holly was incredible, as well as the ladies at the Elizabeth office.

Michael Kelly A friend referred me to David Bates insurance. You are always a bit skeptical switching to another agent (I was with my previous agent for 20 years). Turns out David took great care of me and fiancé’s insurance. Not only did he save us a lot of money, but he got us better coverage too. David takes the time to make sure he’s taking care of you and invests in who you are personally. Highly recommend at least getting a quote!