Heritage Seubert Financial LLC - Pittsburgh (PA)

Rachel Tellers have always been super nice, I used them for purchasing my home as well and they were soooooooo helpful, and sweeter than the mortgage brokers my realtor tried persuading me to use. When we closed on the house they gave me a nice quality candle which was just really kind.

Kathy McAndrew We have been with the Botkins since the 1990s and we would not trust anyone else to guide our investments. They are very responsive and touch base often with their clients. We have a formal meeting and recap of investments once a year. They return our calls with any questions we may have.. This is such a pleasure compared to what we had before with other financial planning groups. The Botkin Family Wealth Management group are first class and we would highly recommend that you arrange a meeting with them to see if they are a fit for you. You will not be disappointed. They educate their clients multiple times a year through ZOOM meetings and have guest speakers, experts in their field. We always want to learn for better understanding. We are very satisfied with this company.

Robert Bickerton Working with Benchhmark Financial Advisors has been a great experience. Their team is professional, knowledgeable, and incredibly responsive. They consistently deliver high-quality results and go above and beyond to ensure everything runs smoothly. Its clear they truly care about their clients and take pride in their work. Looking forward to continuing our partnership!

Vivian Oaks Keeping track of our financials with Brian. He makes sure were doing ok and encourages us in keeping our money safe and growing. Brian is a great guy - so nice to work with someone we can trust to keep us comfortable in our retirement.

Laura Phillips My law firm has been using Frank Palermo and his team for accounting and payroll services for two years, and weve always been very happy with their responsiveness and attention to detail.

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.

James & Genavieve barchetti & Vega Great family business!! Kind caring ppl!! Nice and clean and nice group of ppl!!

Amber P I know the people in there work really hard and Ive never actually had a horrible time there. They do NOT answer their phones tho.

Bobby H I am very happy with Russ and the entire staff at Ed Jones!