Financial Experts Network - Pittsburgh (PA)

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.

Tim Clouser I recomend Al and his team to give you good, solid suggestions for your retirment dollars. Every person is different. Everyones situation in life is different. We all need support and direction. I suggest you check out 1st Choice Financial Services! Who needs a 2nd choice?

Cynthia Perotti My husband Jim and I have been with the firm for many years. Thru the early years, Neal was our go to guy. Whatever questions or concerns we had, he always put our minds at ease. We can’t say enough about his professionalism and also caring that he treated us with. In many ways we felt like we were his most important people. Since Jim’s retirement, we have met more people. Most recently John McGowan. We had a wonderful conversation about our investments, but also a great time talking about our families with each other. We shared many laughs with him. It just made the whole call we spent together enjoyable and informative. Also, thanks to Nicole, who has reached out to us, we appreciate her helpfulness in further solidifying our relationship that Neal established all those years ago. We have been so blessed by the help and concern that they have showed us thru the years. Thank you!

Jeff Woytowich Great people to work with and highly professional! Very flexible and knowledgeable! Can’t wait to do business again!

Juvencia V. Nothing like being lied too! I am extremely disappointed. Spoke with a lot of csr’s there. Due to “timing” of when I filed my income tax return and when payment was due - I was told by 4 people I would get my income tax check reversed and send back to me. You see they applied it to my loan. AFTER hey told me I was going to get my money back. So like a complete fool I kept checking my mailbox. I called them yesterday 30 aug - just to be told it was applied to my interest. I asked how can they tell me that, when it wasn’t true? Supervisor Dante and manager Stephanie all they could say was I’m sorry. They shouldn’t have said that. What we can do is listen to the phone recordings and tell the supervisors to retrain them. WHATTTTTTT? Stephanie told me she didn’t see any notes on there where the reps told me it was reversed. I was even told it would be submitted for review, that was probably a lie. Because right after that I called back and sure enough she told me the check is coming from the irs so it might take up to 30 days? Well glad they are going to get retrained on me! From the beginning of this arrangement I went into to pay my student loan back- they kept reiterating if I do this: my income tax will NOT be withheld nor will my pay be garnished. All LIES! I loath being lied too! I wouldn’t be surprised if they garnish my check. They don’t FREAKING know what they are doing. Thank you Navient! This is not the end. I am seeking answers! Unbelievable how they are allowed to play with your money. Knowing full well every human being has bills to pay. So shouldn’t a call be made before you keep or withdraw money from someone. You can’t play with people’s money.

John U I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.