Kirk Perry - Thrivent - Greensburg (PA)

Brian Tabb I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my childrens future education—something that gave me real peace of mind. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates. He’s not just a financial advisor; he’s a true partner in helping me chart a secure path forward.

John U I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.

Kara Wagner Im very happy with the service i have received, I Asked them to find me a specific car, they did. Im happy with the sales team the Collison team and office staff. Weve been dealing with them for over a year and added another vehicle. Any problems that might have came with the vehicles have been fixed promptly and without hassle. Thank you Ken and team for helping me thru this process as i was a needy customer.

Donna Cadden Customer service is phenomenal. The tellers and staff are courteous, friendly, knowledgeable and respectful. They are always willing to help. They treat us like we treat our customers.

John Wilson My wife and I have been very happy with Mike Nedreski and the staff at White Oak Wealth Partners. Mike has looked after our investments for over thirty years. He has set us up into a sound investment program that aided us in putting our three children through college and establishing our investment program for retirement along with a very good the Long Term Care insurance program. The personal attention Mike, Amy, Tiffany and Travis always give to the concerns we may have over our investments is much appreciated . My wife and I highly recommend Mike and his White Oak team!

Jim Clinger 1st class. , won’t go wrong with him!

patti miller The time and attention Jeff provides to his clients is over and above what is expected. He is very informative and helpful. His support staff, Abby, is efficient as well.