Financial institution - Altoona (PA)

Linda Love Im so grateful for the opportunity to speak with Dan Bailey and Henry recently. Im a widow with a limited understanding of financial investing / management. Dan was very helpful and willing to answer all my questions, as I move forward in seeking the LORDs will regarding the sale of properties, managing my retirement account, and moving to a retirement community.

L C Gabriel Gallagher helped me with my 401k rollover. He places a high importance on clear communication and expectations. Glad to have him and on my team!

C. Matthew Hawkins My experience with this provider was very positive. I had to have two years of federal taxes completed under a tight deadline, off-season, and at a reasonable price. This provider was very prompt, very responsive and very reasonable. He is also frank, down-to-earth and no-nonsense. I like that. I would definitely use his services again.

Paul Samolovitch I was very happy with Eddie who handles my loans. The negative piece of our visit is your bathroom policy. My wife is crippled and needs a cane to walk around. Because of your unbelievable policy where the customer is not permitted to use your restroom is negative towards your company. She had to walk outside to Hobby Lobby to use a restroom.