5 /5 Michele Sophiea: I have been working with Kevin for the past few years as I prepared for retirement and he has helped me immensely with my finances as I entered into this new phase of life. He is always quick to respond and I rely on his vast knowledge of what is happening out there in the market - his management of my accounts has worked out very well for me!
5 /5 Keith O Starcher: Weve been working with Dan for about 17 years now and consider him not only an excellent financial advisor, but a dear friend. We have peace of mind knowing that Dan is looking out for our financial future.
5 /5 Wanda McGinnis: I am so thankful for the professional assistance regarding my retirement provided by Gibson M. He was knowledgeable and patient with me regarding all the required paperwork that I had to complete and answered all my questions. I find it hard to believe that anyone could navigate through this process without the help of a financial planner. Thank you again Gibson.
5 /5 S Baker: After talking with Dan, I feel so much better about my finances . He brought up information I never thought of about my options. I would recommend Flick Financial to everyone.
5 /5 Wilma Farkas: Started with Don Flick after getting married. Husband used him before that. 59 years affiliated with the company. Always have been exceptionally professional and good family. Highly recommend them.
RipRizzle Absolutely the WORST bank in Corry. The women running the place are always, and I mean ALWAYS mean. They barely say hello and dont bother saying "Youre welcome" after being thanked. Whenever you ask them about policies, they dont ever have answers yet each one of them claims that they are managers. I dont believe this to be true whatsoever. If you ever ask to talk to their manager they say that there isnt one. They basically claim that they own the place. I have never seen a place where no one working knows what they are doing. If these old ladies are so aggravated with their jobs they should do us all a favor and QUIT.
Tyler Staab Kelley Financial Group has been a pleasure to work with. Davisson in particular has been extremely helpful and responsive in ensuring that our company has the best options for financial planning for our employees. Would highly recommend Kelley Financial Group.
Erika Stehle I had an excellent experience working with Jerry to purchase life insurance and long-term disability insurance! He was so patient with me and my chaotic schedule. He went above and beyond to complete all of the paperwork and helped me to understand the whole process. I would recommend him to anyone who knows they need to get their finances in order and plan for the future but just has no idea where to start!
Karen N As a new client of SevenBridge I appreciate the attention given to my account. Chuck and his staff were very professional and made me feel comfortable with my decision.