Edward Jones - Financial Advisor: Willie R Sawyers III - Lebanon (PA)

John Wilson My wife and I have been very happy with Mike Nedreski and the staff at White Oak Wealth Partners. Mike has looked after our investments for over thirty years. He has set us up into a sound investment program that aided us in putting our three children through college and establishing our investment program for retirement along with a very good the Long Term Care insurance program. The personal attention Mike, Amy, Tiffany and Travis always give to the concerns we may have over our investments is much appreciated . My wife and I highly recommend Mike and his White Oak team!

Jim Krugh Ryan has been my financial advisor for over 20 years and I couldn’t be happier with the results. Ryan listens to my goals and aspirations to develop a comprehensive plan to put me in the best position to achieve those goals. Ryan is extremely professional and someone you can trust to put your best interest first.

T M Our financial advisors, Cory and Nick made a trip from Philadelphia Pa to Colorado to meet us. What a great team they are. We had a wonderful visit meeting them for the first time. They were very knowledgeable about our retirement needs, and we have great trust in them, as well as the company. What a pleasure they are. Would recommend their services for sure. TM

natasha marie Love Maggie, she never disappoints! Great customer service. She has been doing my taxes for 6 years now. She is Extremely knowledgeable in her field. No matter the question I would have she would always guide me on a solution. I would 10/10 recommend her services!

Nathan Porter Great credit union and very good people to work with.

Marie Benedict Kerry and Zach are great with your money. Highly recommend.