Lawrence County Community Action Partnership - New Castle (PA)

April Papson I really enjoy working with Family Wealth Management; they make it clear they are on my side to ensure I’m ready for retirement in all aspects that can possibly impact my finances. It gives me peace of mind knowing I have a good plan for retirement in place. I also love that their online tools keep me connected to my funds and know what’s going on. Financial planning can be daunting, but it doesn’t have to be when you have the knowledgeable professionals like Family Wealth Partnership in your corner.

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.

Ron Had a truly great experience thanks to Kasey at the Pleasant Hills branch today. She went above and beyond by working through her lunch to help me open a new CD account. Her professionalism, kindness, and dedication to excellent customer service was very much appreciated. It’s rare to find someone so willing to prioritize their customers like she did. Thank you, Kasey, for making the process smooth and stress-free. Keep up your hard work and commitment! Highly recommend Dollar Bank, especially with employees like her on the team.

Sean Pendray As a professional financial advisor and legal settlement planner, I work with multiple trustee options nationwide for my clients, and none are more knowledgeable or responsive than Legacy.