Merrill Lynch Financial Advisor George Bierman - Williamsport (PA)

Lynn Goldfarb I found the practices of this operation to be deceptive and dishonest. They represented themselves as a division of Fulton Bank (their office was located next to the Royer Dr, branch of Fulton Bank). In fact, they were Raymond James. They told me they would purchase treasury bills for me for free. I opened an account, believing they were Fulton Bank, but when I later contacted them to buy T-bills for me as agreed (and learned they were really Raymond James) they refused to buy the T-bills for me. They wanted to sell me something else they could get cut of. They said had a "fiduciary responsibility" to only make transactions/investments that were in "my best interest" That is to say, in their best interest. Bait and switch at its worst!

Linda DeLong The entire staff gives impeccable service with kindness, patience and expertise.

Marie Jordan Had a very good experience! Flor (sorry if I misspelled) was very patient and helpful. I look forward to dealing with the Muhlenberg branch for any financial needs that may arise. Excellent customer service/soft skills…KEEP UP THE GOOD WORK!!

William Thompson Understands my family needs. Very trustworthy.

Brian Tabb I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my childrens future education—something that gave me real peace of mind. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates. He’s not just a financial advisor; he’s a true partner in helping me chart a secure path forward.