Michael Sabo - Raymond James - Greensburg (PA)

Derek Bryant Very knowledgeable and have helped my family get the planning weve wanted to plan for our childrens education as well as our retirement. Big thanks to Jeff Emrich for his efforts.

wellma66 My experience was amazing I knew exactly what I was getting into. they talked to me about everything I was doing. Offered me the stuff they had to offer and I walked out knowing exactly where I would be. Also the staff was super friendly and made me feel great while I was there.

Jenifer Joseph I met Jonathan and Felicia for a 30 minute consultation and they were both very polite and helpful to me. They helped me better understand what a 401K can do for my future and helped me understand the financial language with which I am not entirely familiar. I would recommend Tristate Financial Advisors for anyone who wants a respectful and honest approach to their finances and can reasonably afford their services. Thanks guys!

Cody Regan Sound financial advice tailored to your needs! Ive been working with this company for over a decade and they are easy to contact and set up meetings with. At the meeting you and your advisor set an investment plan based on YOUR needs. You tell them your goals and they work out a strategy to get you there. This company also recently helped my parents retire and helped set them up financially so the transition was easy. I would highly recommend Equitable to anyone on their financial journey. It doesnt matter if you are just starting to invest or are transitioning into a more conservative approach as you near retirement. These guys will take care of you.

John Pearson Always a pleasure to work with Chris. He doesnt try to sway your decisions, just advise when you ask for an opinion.