Holiday Financial Services - DuBois (PA)

carol barry Very satisfied

Rosso Nero Its been a clown show since my mortgages were shipped to BSI, but I held my tongue. As long as I could. I got the conversion paperwork and went online to activate my account. I did so, and set up auto-pay for my first mortgage. I then tried to add the second mortgage, but couldnt. I called customer service only to be told I couldnt add my other mortgages (I have rentals) to my online account, I would have to create separate logins for each of them. I dont know what Windows95 application BSI uses to process payments, but I decided against setting up a bunch of separate accounts, and, as I would have done in 1985, filled out paperwork and mailed it to them authorizing auto pay. It turns out to be a good thing I did, because the autopay request I submitted on their website only worked twice and today I received a past due notice for funds that should have been processed automatically. So I will go ahead and mail paperwork for the final account along with a check for the past due amount.

Carl Apel We have been using Secure Money Advisors for over five years. They really understand the retirement phase of life. Each approach is customized individually to your needs; no cookie cutter approaches here. Brian, And Neil are outstanding. The customer support provided by Maggie and her team is second to none. To put it simply, they are simply the best!

Nicole Araya DLH business has done my taxes for many years and it has always been a good experience, Sergio has always been very friendly and professional. I recommend him to everyone to file taxes with 0 stress. Thank you!

Varlen Gibbs Good!

Austin Peters I used Keybank before moving away and loved them. I just moved back to the area and discovered my account was still active. The Corry Branch got it taken care of and I get to use my old account like I never even left. Such a good group here.