Great Oak Wealth Management - Pottstown (PA)

Angel Boat “Animation 13 under” Great Location

David Daugherty I most recently opened an account at this Frick. Very friendly bank tellers! Also I applied for an auto loan and did not think I had a chance and I was wrong. I was approved! Very nice people and very nice inside also.

Christian Newcomer Andy Sedora took the time to listen and understand my goals. I’ve never had a financial planner actually talk about how to get where I want to go with my money. Great guy, Great service.

Gayle Stahlman Excellent experience from the time I called to set up an appointment to the actual face-to-face to the application process for my new insurance. I highly recommend using Marley for your personal insurance needs. Cari was so helpful in finding the perfect health insurance policy to meet my needs. And I appreciate that I am not paying for things that are not needed or that go against my Christian values.

Jess Walmer The staff at this branch is amazing. They all know us by name and are always so pleasant. Belco in general has helped us so much over the years. I would recommend them to anyone.

Bill Baughman Weve been a customer of this bank location for over 30 years now. Theres been numerous changes here over the years. But its still our go-to bank. I agree the bank is different than it was even 5 years ago, you dont get that welcome feeling in there you used to. I know theres not a demand for the psychical bank as much as before. But Ive been in PNC Bank (My Fathers Bank) due to his health condition. Long story short, I REALLY like my bank even the way it is over PNC any day...The poor customer service there and all of the extra charges they were applying to a fixed income elderly man. Shame on PNC Bank..

C. Matthew Hawkins My experience with this provider was very positive. I had to have two years of federal taxes completed under a tight deadline, off-season, and at a reasonable price. This provider was very prompt, very responsive and very reasonable. He is also frank, down-to-earth and no-nonsense. I like that. I would definitely use his services again.

Becky Kistler, Clean Horizons LLC I recently had the opportunity to visit Valley National Financial Advisors, and I was genuinely impressed. From the moment I walked in, it was clear that this team values professionalism and takes real pride in their environment. As the owner of Clean Horizons, I naturally pay attention to the details most people overlook — and their commitment to organization and cleanliness is exactly what we love to see in a well-run facility. It was a pleasure meeting the team, and I wish them continued success in all they do.