Gleason Financial - Johnstown (PA)

E. Cameron Hitchcock Tom Hauber and the advisors he has mentored here, are the best. What we look for in a financial advisor is excellent character, which this office has in abundance. I have been with multiple advisors over the years and CorePlan Wealth Management has all the best ingredients. I suggest coming in for a consultation, or at least give them a call if you are considering getting a Financial Planner

Tony C We officially started with DB Root in March 2023, and we could not possibly be happier. We were referred by a family member and only regret not starting sooner. Jeremy, Taylor and Jody have been gracious, responsive and thorough. Every question weve had (which have been many) has been responded to quickly and again, thoroughly. My wife and I lost our jobs at the same time and there was a lot of uncertainty...what to do with 401K, company stocks, etc. We were looking for guidance and instruction throughout the process and thats exactly what we have received. We look forward to a continued great relationship for years to come.

Arthur DeSalvo Great Staff

FrankieB6278 Kind staff, always in-and-out when dealing with tellers, and a convenient location.

Bruce Walder Very professional and attentive to the customers needs