John Marino & Associates - White Oak (PA)

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

Timothy Story I have utilized his service for a while now, and I have not had any qualms with him or the quality of his work.

Angel GABRIEL Felix Wankel Its useless

Andrew Smith I know it’s it’s not the best rates, but , you guys been there for me. Quick fix. I travel and find it hard to get the time to take care of my obligations.. I reached out this time. Needing quick help. The next day you guys took care of me. I’m now back on track. Thank you.

Jenifer Joseph I met Jonathan and Felicia for a 30 minute consultation and they were both very polite and helpful to me. They helped me better understand what a 401K can do for my future and helped me understand the financial language with which I am not entirely familiar. I would recommend Tristate Financial Advisors for anyone who wants a respectful and honest approach to their finances and can reasonably afford their services. Thanks guys!

Karin Keller Good food

Al Muriello Not Good in process of opening an account to trade globally and Schwab runs a credit check that drop my score 65pts as a Hard Inquiry. PLEASE ADVISE NEW ACCOUNTS CREDIT WOULD BE CHECK!! So I went with another company, Thanks

Jessica Hartman ★☆☆☆☆ – Harassment, Lies, and Zero Professionalism Nexus Financial is the most persistent, unprofessional, and downright harassing company I have ever dealt with. For over a year, they have bombarded me with 3–12 spam calls a day from constantly changing phone numbers. I’ve blocked over 50 different phone numbers, and the calls just keep coming. For the record, I have never used this company or requested their services in any way. I’ve spoken with multiple representatives, confirmed the name of the company, and requested to be placed on their “Do Not Call” list several times. I was told each time that my number would be removed. It’s been well over 30 days since my last request. My number is also on the National Do Not Call Registry — which clearly means nothing to them. Today was the last straw. I answered a call, asked AGAIN to be removed, and the representative argued with me, claimed they’ve never called me, talked over me, and tried to push their services. When I asked for a manager, he raised his voice, belittled me, and hung up on me. This company’s behavior is abusive, illegal, and a blatant violation of consumer rights. They do not respect “Do Not Call” laws, they lie to your face, and they harass people into exhaustion. If you value your peace, privacy, and sanity, avoid Nexus Financial at all costs. I’m reporting them to the FTC and encourage anyone else being harassed by them to do the same.