Great Lakes Insurance Services Group LLC - Warren (PA)

Mohammed Zaman They have been very helpful for the last few years. I Becky, Susan, and Kim went above and beyond to ensure best support..whether its in person and over the phone. George has always been up to the code. Thank you all.

Chic McKnelly Working with Nicole is so easy. We have dealt with so many tax prep professionals over the years and she is by far the best. She is honest and trustworthy. She gives us the confidence and guidance to move through the tax process with ease. Any questions we have are answered quickly. She provides alternatives to preparing for the next tax year and reasons for doing each. She is very accessible (except this wacky year). I would highly recommend her to anyone looking for an upgrade in their tax prep.

Bob Beidler Brian was recommended to me over 15 years ago, just as he was starting his own independent business, and I have been working with him ever since. Brian has been instrumental in implementing my families financial goals and strategies. He developed specific plans for our childrens college funds, rolling over existing IRAs from previous jobs, starting new traditional and Roth IRAs for my wife and I, life insurance and long term care planning, plus he advises on my current 401k even though he doesnt have a vested interest in it. We have quarterly review meetings plus Brian is available at other times as well. Brian has high morals, values, and integrity. He has never tried to sell or push any investment or insurance products that werent in line with our needs. I would highly recommend Brian and Pathway Financial Services.

James Harrison jason has done a great job with our familys investments accounts from a simple Roth to much more complex Trust and LLC accounts...he explains everything to us and even in a down market we do well

Mike Rizzo Excellent accountant. Handled multiple businesses for me for years, passed audit with no problems or issues. Very helpful setting up proper business accounting software and systems for me as well . Paul is one of the best and easiest to work with.