Jacobi Capital Management LLC - Pittston (PA)

John Swarney Thank you you for your help

d dou Without a doubt, I plan on returning to Trispagonas Insurance for their wonderful care to detail, customer experience, and overall pleasant nature. I contacted Tom for guidance about my mother’s life insurance needs as she approaches retirement. During our fruitful conversation, he provided me with a wealth of information and insight about life insurance and her potential options. Despite the fact that I needed to provide more concrete information, Tom was extremely polite and forthcoming with his support. So much so, that I mentioned wanting new car insurance. Within the blink of an eye, Tom set me up with a better plan (saving me hundreds/year while adding features) and with my permission cancelled my current car insurance, hassle free. I could not have asked for a better experience. Also, during our initial conversation I noted that some of the many upsides of working with Tom include his strong background in multiple insurance policies and financial planning. He is also licensed in multiple states and has the knowledge background to prove it. I absolutely plan on returning to Trispagonas Insurance for more services as it can be hard to find an earnest, hard working individual such as Tom for these types of services. Thanks again Tom!

John Cooney I have had Ludens do my taxes for many years and they have been the best!

Valerie Price I cant tell you how nice and caring this company is. I would recommend it to anyone who needs help..

Sheila Matragas I wanted to reach out to say thank you to everyone at the Baptist Road location and the West Mifflin location. Several staff I knew from the former credit union. Moving to a new credit union was easier with their friendly faces. However, in the years I have been with CHFCU, meeting more staff has been easy! Everyone is helpful, kind, and patient. Thank you for having such a wonderful group of people! Members are truly lucky to have such wonderful people to provide assistance!

Pat Mock I would advise any one dealing with Raymond James or Fred Thomas to have any and all communication with them documented preferably email because they will do the best thing for themselves not what they are told to do .best advice is to get away from both of them. Get a honest company and a good adviser