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Janney Montgomery Scott LLC - Williamsport (PA)

Address: 🏡 25 W 3rd St #600, Williamsport, PA 17701, USA
Phone : +1 (570) 326-5700
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJLRO-fyKmz4kR-ub9LLm9GA0
#Pennsylvania

Bentley Financial Planning - Coraopolis

Dan Kohler I am writing this letter to recommend John Bentley, CFP, for your estate planning, individual/family, and business needs. Bentley is responsible for monitoring key financial indicators and maintaining financial performance in accordance with the financial and estate plan, and he did nothing but an excellent job. Bentley completes assessing financial status and indicators, conducting market analysis, and completing cost analysis, ROI, among other things. He conducts extensive financial research and comprehensive statistical monitoring and analysis. His attention to detail and skill allowed us to achieve financial success, and he played a critical role in maintaining the growth of capital and developing financial planning tools. Bentley always provides valuable insights, financial recommendations and hedges. His work is consistently excellent, and therefore I recommend him highly. Regards, Daniel Kohler
5 /5

Dianne Denison - Financial Advisor, Ameriprise Financial Services, LLC - Bethlehem

Snowflake Pahuljica Kicovic Ive known Dianne for many years, both on a professional and personal front. She is super knowledgeable about all the financial stuff that the rest of us are not. She took time to understand what our needs were comprehensively, and shes working on a tailored option that suits our needs. Diannes always available and quickly responds to communiques. Shes also working with us on areas that are not necessarily in the financial sector but rather associated with (wills, medical directives, etc) and collaborated with other professionals to get those things in place.
5 /5

Globe Life American Income Division: Graham Organization - Harrisburg

Mari Tirado I had the pleasure of working with Melissa from Globe Life American Income Division: Graham Organization, and I cant speak highly enough about her! She took the time to thoroughly explain the entire life insurance process in a way that was clear, detailed, and easy to understand. Her professionalism and patience made the experience so much more comfortable. Melissa really listened to my needs and helped guide me toward the best options, ensuring I felt confident in my decisions. I truly appreciate her dedication to providing exceptional service, and I highly recommend her to anyone looking for life insurance advice or assistance. Thank you, Melissa, for making this process so smooth and hassle-free!
5 /5
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Mariner Finance - Dickson City

Nikki Schake Shivani Patel and the entire Dickson City branch are fast, efficient, helpful, courteous, extremely accommodating, and have a great sense of humor! I highly recommend meeting their team!!
5 /5
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Tru-Fit Financial Services - Sharon

Transition Advisor Group - Harrisburg

dean carter The Transition advisor Group is such a very knowledgeable professional service ....Im more than please to have the transition Advisor group give me not only great advice ,but to help me step by step put my retirement plan in motion
5 /5