Mcclure & Wolf: Gregg IV Clayton E CPA - Uniontown (PA)

Gina Toy I and my husband feel so fortunate to have found Dominic at U Financial years ago! My husband is one of those people who is reluctant to open up his financial business to anyone but he had complete trust and confidence in Dominic from the very first meeting! He is a rare find - you can be assured he has your best interest and he will respond to you immediately!!! He is the reason I have been able to do a short term retirement earlier than I ever dreamed!! The office staff are 5 star as well!!!!! You will not find a better financial advisor! Do yourself a favor and contact them!!!!!

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!

Tiye Davis Zenith Wealth Partners has been a game-changer for my financial future. From the very first conversation, their team made me feel seen, heard, and empowered. They helped me build a realistic plan to reduce my debt while also growing my wealth, something I didn’t think was possible at the same time. What I appreciate most is their holistic approach. We didn’t just talk about numbers; we discussed values, legacy, and long-term security. Zenith helped us begin planning not just for ourselves, but for our child’s future and our estate. They made what usually feels overwhelming feel manageable, even hopeful. If youre seeking a thoughtful, strategic, and affirming partner on your financial journey, I highly recommend Zenith Wealth Partners.

Etta Hosmer Nice people, always friendly, glad I started my account here!

Cathy Brotzman My Husband and I met with Daven for medicare insurance advice. He cleared up all the confusion as to what policies would fit our needs. He found us great policies that saved us quite a bit of money. He was very knowledgeable and patiently answered all our questions. And the appointment was free!