James Pulling - Prudential Financial - Erie (PA)

Madison Lilley The couple that runs this place are great people! Easy to work with! Would give 100 if I could. Most places are pushy or seem to hide things they are very straight forward and tell you up front about what they will or wont take. They also are rather quick as to look at items can take some more time than others. They are efficient and fast. I appreciate how kind they are as well. Very friendly and knowledgeable as well and they share the knowledge so you are aware too! Will recommend them to anyone looking to sell or buy similar items.

Amber P I know the people in there work really hard and Ive never actually had a horrible time there. They do NOT answer their phones tho.

Lori Spisak Working with Michael has been a wonderful experience. He is extremely professional, kind, informative and accommodating. He keeps in touch and communicates well. He has a refreshing perspective and we look forward to a lasting relationship. We would highly recommend Michael and Coleman Financial services.

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.

Michael Elder I found myself here with an extreme emergency recently. It ended up in a hospitalization that lasted more than a week, at the DuBois sister facility, since the specialty services I needed were available there. I ended up spending an entire day in an ER bay until I could be transferred to the DuBois location. During my stay, I received premium treatment and quality care. I was really impressed with the level of service, the professionalism, the attention to detail, and the respectful care.

Oshra Vakil Robert is extremely knowledgeable and very helpful. I highly recommend.

Dennis K. McCann Great office building complex you have to have a reason to get in there they will take your temperature and security is up to par. No funny business! And they have several ATMs.