Edward Jones - Financial Advisor: Zac Wild, CFP®|CEPA® - Erie (PA)

Brian OBoyle Cindy an Sue at this location are such a tremendous help. I’ve had dealings with Sue over the span of a few years and she’s always been super professional and goes above and beyond to help. This particular situation was the first time I’ve worked with Cindy but she was also very professional. It’s rare to get a good customer service like these to provide in this day and age definitely should be acknowledged they are both a tremendous asset to Community Bank

Cathie Hoke We have been working with Aaron Trinh as our Financial Advisor for several years. He is incredible! He is very knowledgeable and is able to explain things so that we can understand. He is very patient and informative, and looks out for our best interests. We look forward to working with Aaron for many years.

Jill Scott They were very helpful

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.