Great Oak Wealth Management - Pottstown (PA)

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!

A Marie The manager was very professional and made me feel right at home. Gerline was who I dealt with from the beginning she was very kind and professional as well. All these BEAUTIFUL ladies who work here are AWESOME!

Josh Adams My online help today with Jazmyn was horrible. My account was hacked and it was taking days to close it. They would not just cease the checking account. I had to go to the bank and block them.

James Brown Leaf has been a partner with our company for several years now and we have successfully completed a number of transactions together. Nothing but great, seamless experiences! I have worked with Dane and he is an excellent, prompt communicator. We have not had any issues...I wish I could say that about all of our companys service providers! Highly recommend -