New Castle Finance Department - New Castle (PA)

albert martino Alan is great to work with! He is available to accommodate a small business owners crazy schedule and truly cares about helping his clients.

JT Clark I had the pleasure of working with Troy as the financial advisor for a client of ours during a recent business transaction for the sale of his business. From start to finish, Troy’s professionalism, expertise, and dedication were exceptional. He not only provided invaluable guidance throughout the process but also went above and beyond to ensure everything went smoothly for our client. Troy’s insightful advice and thorough understanding of the financial aspects were crucial in helping our client navigate the transaction and make informed decisions about their proceeds. I highly recommend Troy for anyone seeking a knowledgeable and reliable financial advisor. His exceptional service and commitment to his clients truly set him apart.

Anthony Detweiler Great experience for over the last 10 years. Eric and Cheryl are great to work with. Honest and straightforward is what comes to mind to describe them. Enjoy the advice and appreciate the efforts on their part.