Michael Bruno - Financial Advisor, Ameriprise Financial Services, LLC - New Castle (PA)

Bill Meyer I have a friend that was in dire straights because the effects of COVID-19. She lost her job, could not feed her kids and was constantly being harrased by debt collectors. The people at FAIFS did everything to help her that they could and lifted a huge weight off of her shoulders. If you find yourself in this kind of situation, seriuosly consider using FAIFS instead of filing for Bankruptcy. Stay away from the larger firms that deal with creditors, the people at FAIFS deal with you on a personal basis and actaully care about their clients.

John Harris They have been doing my taxes for years. They explain everything and make suggestions on how to make sure you pay as little as possible on taxes or get the return you want.

Larry Miller Scott was extremely knowledgeable and very patient with us. I am a very detail oriented person and my wife and I have very different risk tolerances. He walked us through everything until we were totally comfortable and ready to make our decisions.. We’re very happy with our choices.

Brianna Eklund Thoughtful and courteous

megan law A wonderful staff who provides excellent financial advice, I highly recommend!

Theresa Jones Excellent University. I will and have recommended Widener to many. My daughter spread her wings and matured into a wonderful young woman ready to conquer the world! COVID didnt hold her or her friends from getting an A+ education.

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.