I.m.s. Wealth Management, Llc - Erie (PA)

Fierce Gypsy Tammy is wonderful. She is trying to help me and I am so grateful for her. My father passed away and left me his half of our house that we built when I was 16. 2 days after he passed I was viciously attacked by a dog at work and had to have surgery to repair the nerve damage and other injuries that were done to my dominate arm, wrist, hand and shoulder. I havent been able to work for 6 months and am in the process of losing everything I have because of it. Tammy is doing what she can to help me save my house and keep my utilities on. Thank you for everything Tammy. You are awesome, even if I do lose my house you did everything to try and help. God will bless you tenfold.

joseph LORENZO They do our taxes they do a very good job and theyre not real expensive I recommend them

Tyler Staab Kelley Financial Group has been a pleasure to work with. Davisson in particular has been extremely helpful and responsive in ensuring that our company has the best options for financial planning for our employees. Would highly recommend Kelley Financial Group.

Mike Murphy Mr. Egan has invested my money well over the last 40 years !!!

Katie Brace Nice place. Bit difficult to find parking

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.

frank buckley I have been a client since 2004. Jamie and his staff are very professional, knowledgeable, and always courteous.They know every client has different goals and risks tolerances and truly care about every client"s needs. Jamie keeps his client"s up to date with Newsletters and Quarterly meetings. if you have a question or concern just give them a call and it will be answered promptly. I highly recommend them to my Family and friends. If you are looking for a Financial Firm you can trust please don"t hesitate to give them a call.