Gary L Guzzi - Morgan Stanley - Easton (PA)

Linda Joseph My husband and I have nothing but great things to say about this group. They are very responsive to our questions and concerns. They take the time to explain to us why they make the decisions about our funds that they do. We have been with this group for almost 3 years and have been nothing but happy with them.

Wendy Borne Thank you Janean and Jeff. As a new business owner I was unsure, and frankly a little anxious about my bookkeeping and tax preparation. My experience with Account Masters has given me confidence, peace of mind and encouragement to keep expanding my business. I appreciate your kindness, patience, knowledge and professionalism! I highly recommend Account Masters!

Mark Walden I have been working with the ML team in York, PA for many years and they are by far the most knowledgable, competent, responsive and trustworthy financial professionals I have had the pleasure to advise me. Their timely market knowledge is impressive and no doubt best in class. I have worked with a number of other advisors through the years but was never convinced my goals aligned. It would not enter my mind to work with anyone else. The bottom line, I dont feel like I am being sold but rather growing a partnership.

Bill Rudisill Im new to the area and had to visit the ER this past Saturday do to a severe leg infection. I was seen quickly and later admitted for a few days. Every single person I had interactions with were professional and considerate. While I was in the waiting room of the ER another patient arrived and while her husband was checking her in she started to have a seizure. I was surprised at the quick response of the medical staff from the back to see to her needs. I am definitely assured that if I need hospitalization I will be well taken care of there.

Jenifer Joseph I met Jonathan and Felicia for a 30 minute consultation and they were both very polite and helpful to me. They helped me better understand what a 401K can do for my future and helped me understand the financial language with which I am not entirely familiar. I would recommend Tristate Financial Advisors for anyone who wants a respectful and honest approach to their finances and can reasonably afford their services. Thanks guys!

Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!

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!