Edward Jones - Financial Advisor: Jeff Ward, AAMS® - Greensburg (PA)

Wilfredo Vargas Theyll never pick up the phone, youre lucky if you get an email reply, and their office is closed, really glad I drove an hour to see this. Thanks guys.

Colleen McD They were very helpful after my family member passed away. Go to Hermitage,Pa location. They were wonderful.

Angelina Dailey I have never been to a Huntington and had a bad experience. Ive been banking with them since 2012, I got my husband to switch to Huntington when we got married, they have made every experience effortless. Ive always had great customer service at each branch.

Herb Griffin I was having a tough time getting started on building my credit back up. They were there to help. Was able to get a loan so I can start my credit build up.

Gillian Springer I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.