Legacy Financial Consulting Services - Erie (PA)

M M Best banking experience always helpful and always remembers me and my dog when I go in I had an issue that was partly my fault and partly a online companies fault and the manager fixed it for me and saved me about $100 in over draft charges

Chad McKee We have struggled for years about how best to spend and save money, while trying to pay off student loans that have outrageous interest accruing, even thought we mad payments and never deferred. We never could figure out the best approach and we were scared to act because we felt like we were just guessing at what we should do. Having young kids, our priority was to make sure we had enough money, so our student debt just sat over us like a dark cloud. We also didnt like the idea of giving someone money to tell us what to do with our money! We feared the fees would get us off track of our goals. Finally we decided to go with our parents advisors...the family referral discount was amazing and we felt like we could afford financially to try it out. This was the best decision we ever made. Greg, Scott, and Sarah are top notch. Scott listens to our worries and goals. He makes suggestions, but always reminds us that the power is in our hands to make decisions on what we feel comfortable with. Sarah is a wonderful communicator who is amazing at her job. We are thrilled to have Beratung in our corner!

Dan Slivka Highly recommend using Equilibrium Wealth Advisors for your financial and wealth management needs. My wife and I have been working with the team for 2 years at this point and have been consistently impressed with our financial advisors (Matt and Ben). Their thoroughness in every aspect of our financial planning gives us great peace of mind. We especially value their well-balanced approach, which helps us feel secure and optimistic about our future. Plus, their availability and responsiveness are outstanding – theyre always there when we need them.

seth sweger Justin is an awesome financial advisor. He understands that investing can be confusing and will patiently explain it in a way that is easily digestible. If you need a go to for money marketing advice I couldnt reccomend him more. In an era where its hard to find good customer service or average results, he has provided nothing but top tier service and results. If you were on the fence to invest, do not hesitate and know your money is safe with TerraWealth.

FireBoy153 Im not a bank person but this one has some really good employees. Always helpful and friendly compared to the other ones in town