MassMutual Pittsburgh - Pittsburgh (PA)

Chris Langas I love WesBanco but I do not care for the women at the New Castle branch. They said they didnt know me and were rude to me and made me sit and wait when I did not have to I have been coming there for a year-and-a-half but yet they said they didnt know me. I will not go in that Branch again ever

James Lewis Sequinox has been a great organization to work with. With Sequinox, there have been no dumb financial questions! We feel like the staff are family. Their caring and helpful approach has gone a long way in building our relationship. Thank you Mike!

Christian Long I opened a business account with the Washington branch earlier this year and have had nothing but good experiences all around! I usually deal with Blake who has been very helpful and personable since day one.

DB Kase Trent helped me develop a financial plan for my mom when she went into assisted living. We had no idea how to handle her money best and Trent spent time with us and my mom and explain our options. Without his help we would have been lost. He is kind, patient and very helpful.

MD Transplant I recently retired from a large, well-known hospital in Baltimore, my retirement fund was with their contracted financial group, also as large and impersonal as the hospital, albeit not as "famous". I decided it was time to take a more hands on approach with my finances and thats when I met Conner Brady from Stages Planning Group. Conner couldnt have been nicer or made our first meeting more comfortable and convenient, first by asking if I preferred to meet in person or via Zoom. I chose Zoom and it was a good thing for me that I did, because life never goes as planned, my 3-year-old grandson was dropped off an hour before my meeting. Not only was Conner very patient and flexible while I was trying to wrangle my grandson, but he also genuinely knows his stuff! He was honest with me, told me what I needed to know, not what he thought I wanted to hear, did not talk over my head, as the other financial planners had, didnt try to sell me anything that I didnt want or need and suggested what he thought would best suit MY needs. In short, I highly recommend the Stages Planning group. I have since had the pleasure of meeting both Lou Leyes, owner of Stages and colleague Marcus Snow. I would recommend any of these guys to my friends and family, but I was particularly impressed with Conner Brady for his patience and not missing a beat while explaining to a practically, financially illiterate grandmother with a 3-year-old on her lap! Well done job Conner Brady!

Sharon Walker Scott Bauermaster has taken care of our family finances/ investments for Decades, highly recommend!!