Merit Financial Advisors - Williamsport (PA)

mindy carl ray was awesome and i have been with regency/mariner since i was 18 years old. i never had a problem. the staff is super nice and they help you out best they can.

Julian Whittington Wyrope Federal Credit Union has truly changed my life. I came to them during a difficult time, trying to get back on my feet financially. They have treated me with respect, patience, and genuine care. Unlike big banks that make you feel like just another number, Wyrope made me feel like a person. They listened to my story, worked with me to find the right solutions, and never once made me feel judged. Their team has gone above and beyond to support me. Special shoutout to their staff—they have been kind, knowledgeable, and truly invested in helping me succeed. If you’re looking for a place that’s more than just a financial institution, but a true partner in your journey, Wyrope is it. I’m grateful every day I walked through their doors. Thanks to them, I’m finally getting my life back on track.

Wilfredo Vargas Theyll never pick up the phone, youre lucky if you get an email reply, and their office is closed, really glad I drove an hour to see this. Thanks guys.

Charles McGowan This is my favorite banking location EVER! Super nice staff - knowledgeable, efficient, accommodating, kind

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.