Holiday Financial Services Corporation - Duncansville (PA)

Cody Regan Sound financial advice tailored to your needs! Ive been working with this company for over a decade and they are easy to contact and set up meetings with. At the meeting you and your advisor set an investment plan based on YOUR needs. You tell them your goals and they work out a strategy to get you there. This company also recently helped my parents retire and helped set them up financially so the transition was easy. I would highly recommend Equitable to anyone on their financial journey. It doesnt matter if you are just starting to invest or are transitioning into a more conservative approach as you near retirement. These guys will take care of you.

Brian OBoyle Cindy an Sue at this location are such a tremendous help. I’ve had dealings with Sue over the span of a few years and she’s always been super professional and goes above and beyond to help. This particular situation was the first time I’ve worked with Cindy but she was also very professional. It’s rare to get a good customer service like these to provide in this day and age definitely should be acknowledged they are both a tremendous asset to Community Bank

Sylvie Roman Galli auto sent me here to see Ashley and Jeremy and they were fantastic with helping me get the loan I needed for my new car! Highly recommended