MAI Capital Management - New Castle (PA)

Amy Davidson I love the staff here they always have a smile on their faces and ready to work on anything you need!! The tellers are wonderful people!! Working with the public isn’t easy and I admire their dedication and ability to stay focused and positive even on the first of the month!!

Daniel Leonards Thank you again Corey of Warren Pa 2nd Ave branch :) that 800 number you gave me verified the stop payment. Happy Holidays ~ Dan

Melissa Baker Cara is great to work with! Highly recommend!

Genessi Lugo This was my first year filing with Chelsea, and I couldn’t be more impressed. From start to finish, she was incredibly supportive, personable, and professional. She took the time to educate me throughout the process, making everything feel simple and stress-free. You can truly tell she cares about her clients—she goes above and beyond to ensure you feel comfortable, heard, and informed every step of the way. I’ll definitely be back next year and highly recommend her to anyone looking for a trustworthy, knowledgeable, and caring tax professional!

Janet Baez I have been using Visionary Tax for over 3 years and have been completely impressed each time. Dasey takes the most detailed care of me every single time. I have never had an easy going experience when filing my taxes in the past. It was always stressful and I feel like they weren’t personal about making sure I get the best return. Dasey goes above and beyond for her clients and she’s fast and efficient! I HIGHLY recommend Visionary Tax and Financial Services. She has a forever client in me ♥️

Stacey Nebinski This was my first time using the credit union for a loan to be able to purchase a travel trailer. This was the best experience Ive ever had. Friendly and very helpful staff. I could not be more pleased with how the process went for me! Easy and fast! I would highly recommend you guys to all my friends and family! Thank you so much for your help!