IWS - Integrated Wealth Solutions - East York (PA)

Jim Deibert Professional & knowledgeable financial advisors. Have been using them for many years.

Sexy This branch have a real nice staff & they are quick & get you in & out. Keep up the good work

Ronald Riedi Frankie at A Better Way Financial bi-annually meets with us to discuss current situation and plan for the future. He and his team are very dedicated to the customers satisfaction.

MAURICE MYERS I had an excellent experience with Parker Financial Services, especially working with Brett. From the moment we met, he was professional, knowledgeable, and took the time to break down complex financial matters in a way that was easy to understand. His attention to detail and commitment to ensuring everything was handled correctly gave me complete confidence in his work. Brett went above and beyond to provide valuable insights and advice tailored to my needs. The entire process was smooth, efficient, and stress-free. If you’re looking for an accountant who truly cares about your financial success, I highly recommend Parker Financial Services!

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.

Ryan Bonacci Great service! Great Value! The best thing is that if you forget to make a payment because of the crazy world we live in they will give you a courtesy call. They are the BEST!!!

George Bisignani I very much trust Rodgers and Associates. They work in my best interest and clearly strive to understand and achieve MY financial goals. Im a tough time consuming customer. Rodgers Assoc always takes time with me and provide solid explanations about account performances. When we meet I never feel manipulated but assured all is being done to maintain MY financial independancy.

Richard Johns They have done a great job for my family with investments. Highly recommend them.

Amanda A Working with Guardian Planners has been a truly refreshing experience. Their focus on Tactical Asset Management sets them apart in a field often dominated by automated, passive approaches. What I appreciate most is their hands-on approach to portfolio management, which prioritizes not just chasing gains, but actively avoiding major losses. This strategy gives clients a sense of security, knowing their investments are constantly being adjusted based on real-time market conditions. Charles W. Johnson and his team are highly professional, transparent, and always eager to provide clear, actionable insights. If youre looking for a financial advisor that values both growth and protection, Guardian Planners is a standout choice.