Great Oak Wealth Management - Pottstown (PA)

Amanda Fenstermaker I’ve had a great experience working with Strategic Wealth Alliance Group. The team is knowledgeable, transparent, and truly takes the time to understand your long-term goals. They don’t just offer one-size-fits-all solutions — they craft a strategy tailored to your needs, whether you’re planning for retirement, investing, or managing risk. Communication is excellent, and I always feel informed and confident about the decisions we’re making. If you’re looking for trusted financial advisors who are in it for the long haul and treat you like family, Strategic Wealth Alliance Group is the way to go!

G Jay Beautiful campus with awesome features and a fantastic cafeteria inside. Campus is built in a way that it gobbles so much natural light with beautiful tall windows in all rooms and all sides of building. There are seating areas outside as well which is a great way to relax and have your lunch. Cafeteria provides a good choice of veggie options. The rooms are so ergonomic and meeting friendly to get started and rolling without having to waste time.

Rebecca Wolfe Staff were helpful and polite. They made it an easy and comfortable experience. However...I later got a mailed ad offering me a higher amount than I was allowed when I actually took out the loan renewal.