KeyBank - Warren (PA)

E. Cameron Hitchcock Tom Hauber and the advisors he has mentored here, are the best. What we look for in a financial advisor is excellent character, which this office has in abundance. I have been with multiple advisors over the years and CorePlan Wealth Management has all the best ingredients. I suggest coming in for a consultation, or at least give them a call if you are considering getting a Financial Planner

sl29 I just had my first meeting with Lisa for help with my buisness taxes and I have to say I walked in not knowing if she would be a good fit to help me as a small business owner. During our first meeting she related to my situation so well and shared her experiences and let me know that she can get me on track to meet my goals. I left with such a great feeling of adding the right person to my small team!

Derek Torok As processes would go this was perhaps the most seamless and professional bank process I have been thru. I knew from step 1.(Hannah) to other associates that knew what when and where to get answers and quickly. I considered one main for a number of years almost 6 to be exact and I am pleased to have made the right choice.

laceyelle My tax advisor retired and sent me over to True Advisory Group. I’m always pleased with how responsive, prompt and efficient they are. I trust Greg and Lori without any doubt and have referred friends and family to them.

John Cooney I have had Ludens do my taxes for many years and they have been the best!