Janney Montgomery Scott LLC - New Castle (PA)

Peggy pruitt Best financial planner in the area , great service, friendly staff , professional expert research , entire staff is outstanding ,couldnt ask for more , highly recommend

John R. Best Advisory services for investments, where you can watch Your money grow exponentially over a couple of years.

Jessica Gates Wonderful, fast service!!

Morgan Wray Austin Rehberg was extremely helpful in helping find the perfect coverage for our family. He made sure we had everything we needed in our health, dental and vision plans and at a price we can afford. If you are looking for someone who is personable, thorough and knowledgeable, Austin is your guy! I can’t recommend him enough!

david monteforte Mary Shaffer was very helpful and very knowledgeable I give her a 5 star rating. If you are at the age where you need to look into medicade call Funkhouser Shaffer Financial you will be glad you did.

Rebecca Frank Staff are very knowledgeable, kind and good at their jobs. Id recommend this group to anyone. Our stocks are doing great. And whether youre deciding to purchase new vs used car, budgeting, savings for kids school, whether to do the high deductible insurance vs reg,etc. You name it financially, they will research thoroughly. Then get back to you quickly, kindly, and fully knowledgeable for you to make the right decisions. Thank you tru North for all you have done for our family.

MD Transplant I recently retired from a large, well-known hospital in Baltimore, my retirement fund was with their contracted financial group, also as large and impersonal as the hospital, albeit not as "famous". I decided it was time to take a more hands on approach with my finances and thats when I met Conner Brady from Stages Planning Group. Conner couldnt have been nicer or made our first meeting more comfortable and convenient, first by asking if I preferred to meet in person or via Zoom. I chose Zoom and it was a good thing for me that I did, because life never goes as planned, my 3-year-old grandson was dropped off an hour before my meeting. Not only was Conner very patient and flexible while I was trying to wrangle my grandson, but he also genuinely knows his stuff! He was honest with me, told me what I needed to know, not what he thought I wanted to hear, did not talk over my head, as the other financial planners had, didnt try to sell me anything that I didnt want or need and suggested what he thought would best suit MY needs. In short, I highly recommend the Stages Planning group. I have since had the pleasure of meeting both Lou Leyes, owner of Stages and colleague Marcus Snow. I would recommend any of these guys to my friends and family, but I was particularly impressed with Conner Brady for his patience and not missing a beat while explaining to a practically, financially illiterate grandmother with a 3-year-old on her lap! Well done job Conner Brady!