Keith Wood - Thrivent Financial - Williamsport (PA)

Nancy Patchen I cant say enough about Ryan and his staff! He was recommended to us by our lawyer, and even if you think you dont need a financial planner (you are too young, you dont have a lot of money, skeptical etc.)trust me, you need one. Very professional and knowledgeable.

Vicki Cooke Amazing experience with Derek and John Carr. They were professional and informative in helping us set up our portfolio and most importantly our money has grown tremendously because of their expertise. In addition, John and Derek saved my elderly mother in law from some financial sheisters who were giving her bad advice by simply knowing their stuff. They helped her break away from them without incurring penalties and put her money in accounts where she gets the best return and where it’s safe. Highly recommend anyone to sit down with them to work out your best investment strategies for your retirement.

Katherine E Markowski Fantastic staff awesome company always Ty!

Mohammed Zaman They have been very helpful for the last few years. I Becky, Susan, and Kim went above and beyond to ensure best support..whether its in person and over the phone. George has always been up to the code. Thank you all.

Pete Martinez Great wealth management company. Love working with my advisor Bill. He is extremely knowledgeable and is always looking after my investments like they are his own. Attention to detail is apparent, and their data software apps are easy to use. I would highly recommend!