IRCO Community Federal Credit Union - Easton (PA)

dean carter The Transition advisor Group is such a very knowledgeable professional service ....Im more than please to have the transition Advisor group give me not only great advice ,but to help me step by step put my retirement plan in motion

Jean Gaertner Very helpful for investments. A Christian atmosphere and they treat you like family!

Dennis Blaszkowski We have been with Brian for almost three years now. We are very happy working with Brian. He is easy to talk to and explains everything to us so that we understand. There is no pressure with Brian, just the facts and understanding. I would recommend to anyone, to use Brian and Winthrop Partners for their financial planning needs. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.

Stacey Nebinski This was my first time using the credit union for a loan to be able to purchase a travel trailer. This was the best experience Ive ever had. Friendly and very helpful staff. I could not be more pleased with how the process went for me! Easy and fast! I would highly recommend you guys to all my friends and family! Thank you so much for your help!

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.