John Yerger - Raymond James - Johnstown (PA)

Gary Welsh Vance Neal is the trusted financial advisor of my parents for many years, and has done well by them.

John Brennan Anthony and Ida were awesome to deal with very accessible and efficient. I would highly recommend them to friends family and colleagues.

Genessi Lugo This was my first year filing with Chelsea, and I couldn’t be more impressed. From start to finish, she was incredibly supportive, personable, and professional. She took the time to educate me throughout the process, making everything feel simple and stress-free. You can truly tell she cares about her clients—she goes above and beyond to ensure you feel comfortable, heard, and informed every step of the way. I’ll definitely be back next year and highly recommend her to anyone looking for a trustworthy, knowledgeable, and caring tax professional!

Jean Gaertner Very helpful for investments. A Christian atmosphere and they treat you like family!

James Morrissey Trustworthy advisor, many options for investments. Great performance in my kids 529 plans. Recommend everyone with kids check into this the younger the better!

joseph lorenzo Been with them for 30 years I like how they treat me a very good insurance company