HBK Sorce Financial - Erie (PA)

Keith Yorko Brian and the team at Winthrop have always been open and approachable with my questions regarding portfolio goals, design and performance. He is a very patient with clear explanations and forward thinking reasons for the investments he advises. Brian and Winthrop always act in my best interest and are wonderful to work with. I would highly recommend them for anyone with a long term investment need .

Stacy Morrow They steal your money. They charge you for things you don’t know you’re being charged for. And any attempts at transferring money to an external account take 5 to 7 days. Never use these people. I tried to cancel my account and they charged me $10 to mail check to me for $50. They are charlatans.

Waxwing It was surprisingly casual for clearly professional work. Could not be happier. I’ll be getting my taxes done here going forward ❤️

Lynn Goldfarb I found the practices of this operation to be deceptive and dishonest. They represented themselves as a division of Fulton Bank (their office was located next to the Royer Dr, branch of Fulton Bank). In fact, they were Raymond James. They told me they would purchase treasury bills for me for free. I opened an account, believing they were Fulton Bank, but when I later contacted them to buy T-bills for me as agreed (and learned they were really Raymond James) they refused to buy the T-bills for me. They wanted to sell me something else they could get cut of. They said had a "fiduciary responsibility" to only make transactions/investments that were in "my best interest" That is to say, in their best interest. Bait and switch at its worst!

Sarigna A If I could give 0 stars I would. Caitlin Pewitt the claims specialist is terrible. Has no telephone etiquette or sense of urgency when it comes to anything. She’s been terrible and has made this process much more lengthily than it should have been!!! It took me reaching out to her supervisor for her to finally return my phone call and still not be helpful one bit.