Keystone Central Associates - Williamsport (PA)

Keith Yorko Brian and the team at Winthrop have always been open and approachable with my questions regarding portfolio goals, design and performance. He is a very patient with clear explanations and forward thinking reasons for the investments he advises. Brian and Winthrop always act in my best interest and are wonderful to work with. I would highly recommend them for anyone with a long term investment need .

Susan Lynch CFS has been my bank for 25+ years and I can’t recommend them highly enough! I recently lost my husband and had a lot of information I needed, copies made etc. and the ladies working were happy to help me.

Ambree Rummel Extremely helpful and kind through the whole process of buying a house. Explained everything and always answered when needed.

Mildred Rosario Good customer service

KER I love the new location, at the Fayette Plaza (near Ollies & Giant Eagle). Not just because its extremely close to my home, but also because its much neater. The wait times are still what theyve always been, thats not their fault - they cant help who comes in, when, or how complicated peoples transactions can be. SSA doesnt make the laws. Once I get to the window, often my visit goes quickly. One time I was given incorrect information from an SSA agent at this location, and my Ticket To Work liaison had to handle the matter because of that, but Im not going to hold that against the entire office. Usually everyone is nice & helpful, takes as much time with you as you need, and tries to get everyone in & out quickly. The seats could be a little more comfortable, considering a lot of disabled & elderly people go there, but otherwise its a nice, clean, quiet place.

MIGDALIA MEDINA Hassle free and I was very satisfied on how quickly the process went.

Mary Brubaker Great bank, super programs to fit your needs. Considerate of small children with play area, free coffee!

Halim Kh Gd

Cody Regan Sound financial advice tailored to your needs! Ive been working with this company for over a decade and they are easy to contact and set up meetings with. At the meeting you and your advisor set an investment plan based on YOUR needs. You tell them your goals and they work out a strategy to get you there. This company also recently helped my parents retire and helped set them up financially so the transition was easy. I would highly recommend Equitable to anyone on their financial journey. It doesnt matter if you are just starting to invest or are transitioning into a more conservative approach as you near retirement. These guys will take care of you.