Merrill Lynch Wealth Management - Wyomissing (PA)

Maurice Demosthene Great experience working with Walter and his team. They have been quick to respond and very supportive. We have used them for several years for all of our insurance needs.

Dan Kohler I am writing this letter to recommend John Bentley, CFP, for your estate planning, individual/family, and business needs. Bentley is responsible for monitoring key financial indicators and maintaining financial performance in accordance with the financial and estate plan, and he did nothing but an excellent job. Bentley completes assessing financial status and indicators, conducting market analysis, and completing cost analysis, ROI, among other things. He conducts extensive financial research and comprehensive statistical monitoring and analysis. His attention to detail and skill allowed us to achieve financial success, and he played a critical role in maintaining the growth of capital and developing financial planning tools. Bentley always provides valuable insights, financial recommendations and hedges. His work is consistently excellent, and therefore I recommend him highly. Regards, Daniel Kohler

Denise This firm has greatly helped my parents.

kate trimble My Jumet team have helped me become more financially literate as I prepped for all the scary paperwork and bank accounts and loans that went in to buying my first home! They continue to make me feel confident in saving for my future. They are communicative and kind. They really want to see Beaver Falls flourish and not just take your money! Love this place and all it stands for!

Samantha ONeill Cassie Powell was so helpful & got me a cheaper insurance rate! The whole experience was super easy, thanks Cassie!

Jay Harrison Roy, Jason and their team are fantastic to work with. Everyone is courteous, respectful and professional. Their personal approach to creating a firm financial foundation removes the stress of planning for retirement. We highly recommend them to anyone concerned about their financial future.

Snowflake Pahuljica Kicovic Ive known Dianne for many years, both on a professional and personal front. She is super knowledgeable about all the financial stuff that the rest of us are not. She took time to understand what our needs were comprehensively, and shes working on a tailored option that suits our needs. Diannes always available and quickly responds to communiques. Shes also working with us on areas that are not necessarily in the financial sector but rather associated with (wills, medical directives, etc) and collaborated with other professionals to get those things in place.