Edward Jones - Financial Advisor: Shelly Hartzell, AAMS® - Franklin (PA)

Cody Keller Just recently I put myself back on the market for a investment firm, after having a troubled first go at it. I heard through friends of mine that the associates at Twin River would turn my finance philosophy around. After two years with the Lewisburg group, I am very pleased with how they have been able to cater to my personal lifestyle and bring back financial confidence!

Daphne Lupfer Great organization, great people, outstanding results! We have been clients since the inception of Brandywine Oak. Our plan and transition to retirement was handled seamlessly. We appreciate the on going guidance and education that we’ve received. A twice yearly review of results and discussion of future plans ensures we are fully aware and in control of how our assets are being managed and grown. Our personal advisor is extremely competent and very responsive. An additional benefit is the integration between other providers for tax and legal advice. We highly recommend the team at Brandywine Oak!

R. A. L. K. I really like doing business at this location. The only inconveniences are the auto-lock doors they use to enter/exit are tricky.. You have to wait until one closes before theyll buzz you in at the second. Same goes for exiting. The people are very friendly though and there are stools at the counter, which is nice.

Jorge Morales Judge Odom I believe treated me fairly and didnt cripple me with ghastly payments.

Pets For LLS One Lick at a Time When I first met Michael I was interested in exploring an annuity. After speaking to him, I was so impressed with his knowledge of financial planning we explored retirement savings. Mike took the time to explain the difference between 401k and Roth IRA plans. So helpful! So I put a savings plan together and now have peace of mind that I have a long term plan in place. He also offers Insurance and Disability as well. I highly recommend you visit his website that is chock full of information.