Interchange Capital Partners - Pittsburgh (PA)

Lori H We really wanted to look forward to retirement, but navigating healthcare costs, estimating future financial needs and taxes was daunting. We have done a lot of great planning, but couldn’t shake the thought that it might not be enough. Then we met Andrew at Thrive Financial Services Just minutes into our first meeting, we knew we were in expert hands. With ease, he assessed what type of retirement we desired, reviewed our present situation and quickly detected areas of missed financial opportunities that we could correct. Thanks to Andrew’s exceptional knowledge, commitment to fully educating his clients and genuinely caring personality, we are no longer worrying about the future and enjoying today!

Adam Harshberger Irwin financial was my first call to try to do business with. But unfortunately I called 6 times in a 2 month period and they didn’t even have the common courtesy to return my call for some reason. I am working on a complaint directly with Raymond James. Bad customer service is shared with four out of five people to where good customer service is only shared with two out of five. I suggest Kooman & Associates LLC in Altoona or Seltzer Financial Services in Altoona.

Bob Abreu Senior Financial Advisor with years of experience. Sean and Team at Atlas have a great client focused approach. Great market and investment communication skills. Providing solid knowledge of markets and benefiting ancillary products.

Teagan Hayes I am a current physician and have entrusted my finances in Mr. Riggs. Couldnt be happier!

John Diego I’ve been working with David since 2006 and couldn’t be happier with the guidance he’s provided. He takes the time to understand where I am in life and has consistently recommended investment funds that suit my age, goals, and lifestyle. David is always quick to respond to questions and his advice is thorough, clear, and professional — exactly what you want from someone managing your finances. If you’re looking for thoughtful, personalized financial planning and investment management, I highly recommend Antonchak Financial — they’ve earned my trust over nearly two decades.

Gary Lee Great place !