OCRAN AND ASSOCIATES LLC - Coatesville (PA)

Charles Alexander Roffman Miller are financial advisors that are fiduciaries. Unlike insurance agents and stock brokers, fiduciaries must put you first. Insurance agents and stock brokers only have to provide "suitable" advice (whatever that means). They can sell you high commission products, trade frequently, etc. We have been extremely happy with Roffman Miller who have been managing our money since before I retired in 2015.

Deanna Sanutelli Clean and beautiful. Today we went there for food truck vendors. Picnic in the park.

Nettie Oakschunas I have been a member of CityMark for a few years. I have only ever worked with Alexis. Alexis is so incredible to work with- she always is helpful, knowledgeable, and works to get me the best rate!! She responds immediately to emails and I never need to wait for transactions to occur! Alexis makes the process so easy for the customer. If you ever need help, guidance, and/or information about the credit union, Alexis is your girl!! Thank you for all you do!! I appreciate you!!!

Joseph Compagnino Very friendly and helpful staff, greatly enjoy the special events they have. Do much for the community.

Dodge Landesman Excellent customer service. Came in to open a new account as Citibank closed my account and left me stranded. Dale went above and beyond in providing me a solution that saved my livelihood, career, and finances. He clearly cares about his customers. He also made me a new, loyal PNC customer in perpetuity!