Merrill Lynch Financial Advisor Dylan Moran - Wilkes-Barre (PA)

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!

Matt Gamecocks Mark is very professional and knowledge. He was great to work with and is top notch. He is someone I would highly recommend for all financial needs.

Kristen Hess Amazing people to work with! Always so kind, responsive, and helped us save so much money! Highly recommending them for any financial services you need.

Tom Hirshorn Huge Jon Moyer fans! Really enjoyed speaking with him and setting up various accounts to set up my future with my kids and wife. Great personality, and he is really looking out for his clients best interests. Highly recommend Moyer Insurance & Financial.

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.