Gregory Powers - Thrivent - Pottstown (PA)

Marie Jordan Had a very good experience! Flor (sorry if I misspelled) was very patient and helpful. I look forward to dealing with the Muhlenberg branch for any financial needs that may arise. Excellent customer service/soft skills…KEEP UP THE GOOD WORK!!

Donna Gority I attended the Unitarian Universalists Blair County Fellowship meeting in the Edith Davis Eve Chapel. The campus and the chapel are beautiful!

Connie Bootz I value the knowledge and expertise of Roland Financial and Wealth Management. Their service is personalized to the unique needs of each client’s goals. I like that the information is shared in easy to understand language and I can ask questions at every step of the process. Regular emails help keep me informed and on top of financial information I need to know. I believe you’ll benefit from a relationship with Roland too.

Dave Shaffer Very professional, knowledgeable, and responsive. Mike does a great job of explaining the particulars so you can make informed decisions with your assets. I would recommend Yocum & Company and specifically Mike Valudes to all my friends...

John NEOhio Nicole is an outstanding, friendly, knowledgeable, caring, can’t say enough. She helped my sister and me deal with banking issues related to the passing of our mother. She took care of everything related to the bank, even stayed over past closing time to help. Though formerly from that area, I now live in Ohio. Just based on Nicole, I would have my accounts there too. My mother always said she loved her local bank and we got to see why.

d dou Without a doubt, I plan on returning to Trispagonas Insurance for their wonderful care to detail, customer experience, and overall pleasant nature. I contacted Tom for guidance about my mother’s life insurance needs as she approaches retirement. During our fruitful conversation, he provided me with a wealth of information and insight about life insurance and her potential options. Despite the fact that I needed to provide more concrete information, Tom was extremely polite and forthcoming with his support. So much so, that I mentioned wanting new car insurance. Within the blink of an eye, Tom set me up with a better plan (saving me hundreds/year while adding features) and with my permission cancelled my current car insurance, hassle free. I could not have asked for a better experience. Also, during our initial conversation I noted that some of the many upsides of working with Tom include his strong background in multiple insurance policies and financial planning. He is also licensed in multiple states and has the knowledge background to prove it. I absolutely plan on returning to Trispagonas Insurance for more services as it can be hard to find an earnest, hard working individual such as Tom for these types of services. Thanks again Tom!