Mark Holcomb - UBS Financial Services Inc. - Erie (PA)

Christine Lorraine Morgan Attended a financial seminar headed by Thomas and Michael Baer with a group of friends. It was enlightening and insightful, and we got the impression that they really look out for their clients. Afterward, all of my questions regarding Roth investments were answered in great detail. A very enjoyable learning experience.

Daphne Lupfer Great organization, great people, outstanding results! We have been clients since the inception of Brandywine Oak. Our plan and transition to retirement was handled seamlessly. We appreciate the on going guidance and education that we’ve received. A twice yearly review of results and discussion of future plans ensures we are fully aware and in control of how our assets are being managed and grown. Our personal advisor is extremely competent and very responsive. An additional benefit is the integration between other providers for tax and legal advice. We highly recommend the team at Brandywine Oak!

Ursula Curtis Amy and Kris were so kind and helpful. They were knowledgeable, thorough, and patient. They took a lot of time with me and really helped me. You can tell that they care about what they do.

Geoff Y The team at Kaufman Financial Servies is very professional and thorough in their work. They have helped my family identify the best way to save money and plan for retirement.

Angel GABRIEL Felix Wankel Its useless

Deborah Correale Luckily for me I have not needed to use my insurance in a few years. Whenever I have had to talk to the people in the office or had any questions on my insurance they were always helpful and very nice. I liked being able to stop in when they had their Honesdale office and talk to them as well. It is always nice to be able to put a face to a name and a voice on the phone.

MRC His secretary takes care of his business. Rude.