Janney Montgomery Scott LLC - Beaver (PA)

Timothy S My wife and I have been clients of Marion Wealth Management Group for about 15 years because of the following reasons: 1) They are a fiduciary with our financial interests paramount. 2)They are very accessible, promptly responding to all of our queries. 3) They explain the details of our investments in terms easily understood. 4) They are able to structure our investments to satisfy both my wife (conservative) and my (moderately aggressive) risk profiles. 5) At their website they have elaborate financial software analysis, reporting and forecasting programs. 6) Mike Marion, Managing Partner, Jeff Lott, Partner and their office staff are all very nice and pleasant to talk with. 7) We trust them and have achieved financial peace of mind working with them.

Deanna Sanutelli Clean and beautiful. Today we went there for food truck vendors. Picnic in the park.

Catherine Panick We have been using CFG for many years now and Ethan has provided us with consistently high value financial advice through multiple life changes (home buying, relocations, career development, etc.). He goes the extra mile, being flexible and available to discuss our financial goals, anticipating our changing needs, and always having our best interests in mind. His strategic, proactive approach has given us every advantage to maximize our financial growth and plan for retirement. Being able to lean on his expertise has made managing our finances stress free.

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

Beth Stephens Drive thru service is quick and the tellers are very nice.

Debbie Ryan There is a Gentleman there by the name of Ryan Hes always so patient and nice He always does what we ask him with no questions about it super super nice guy.

ron swauger Marlene is excellent. Knows the profession very well and is efficient at processing your notary needs.

Gina Toy I and my husband feel so fortunate to have found Dominic at U Financial years ago! My husband is one of those people who is reluctant to open up his financial business to anyone but he had complete trust and confidence in Dominic from the very first meeting! He is a rare find - you can be assured he has your best interest and he will respond to you immediately!!! He is the reason I have been able to do a short term retirement earlier than I ever dreamed!! The office staff are 5 star as well!!!!! You will not find a better financial advisor! Do yourself a favor and contact them!!!!!