Kenneth Dundon Accounting - Corry (PA)

Julie Bozich For the confidence and trust earned over many years through demonstrated expertise, competence and efficiency, I am grateful for Harvest Rock Advisors. Acute attention and responsiveness to our personal circumstances has made a significant difference. When my husband suddenly passed away, Tim and his team literally came to my rescue without delay, managing funds and coordinating seamlessly with other professionals, including our attorney and accountant. The ease and grace with which they managed the situation was and remains remarkable. Without reservation, I highly recommend Harvest Rock Advisors. In my experience, the team’s planning, execution and results have been impeccable.

Mika Jackso Don’t buy any cars he really does take advantage of people my little sister got a car from him literally the same day her check engine light came on. She took it down to get the light read she needed a new cat converter. He started talking to her reckless afterwards. The car battery died two days later which he told her he would replace which he never did her told her “Come on I gotta make money some how” if I keep having to help you how would he make money. The tires were extremely bald she put a lot of money into this car. This guy is really a scammer he refuses to respond to calls from The BBB or the attorney generals office. STAY AWAY FROM THIS GUY. He told another lady he doesn’t check the cars once he gets them from the auction.

mindy carl ray was awesome and i have been with regency/mariner since i was 18 years old. i never had a problem. the staff is super nice and they help you out best they can.

Marie Domhoff Always a pleasure to see Mark and his staff!

Chad McKaskle They are a pleasure to work with!

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.