Oil City Treasurer - Oil City (PA)

Julie Bozich For the confidence and trust earned over many years through demonstrated expertise, competence and efficiency, I am grateful for Harvest Rock Advisors. Acute attention and responsiveness to our personal circumstances has made a significant difference. When my husband suddenly passed away, Tim and his team literally came to my rescue without delay, managing funds and coordinating seamlessly with other professionals, including our attorney and accountant. The ease and grace with which they managed the situation was and remains remarkable. Without reservation, I highly recommend Harvest Rock Advisors. In my experience, the team’s planning, execution and results have been impeccable.

Zach Simmonds The Hapanowicz team does a great job of answering our questions and providing a white glove service for me and my family. Highly recommend. They use a tailored approach to financial services that was unique to us.

John NEOhio Nicole is an outstanding, friendly, knowledgeable, caring, can’t say enough. She helped my sister and me deal with banking issues related to the passing of our mother. She took care of everything related to the bank, even stayed over past closing time to help. Though formerly from that area, I now live in Ohio. Just based on Nicole, I would have my accounts there too. My mother always said she loved her local bank and we got to see why.

Marcus Kevin was super friendly, very patient when technical issues presented themselves, & meticulous when it came to procedure. He is clearly very knowledgeable of the online services & forms at Diamond. He saved me time navigating between the App & web during account setup. Any issues I encountered he confirmed what I experienced then documented them to improve the next user experience. As an IT professional & manager myself Kevin is the type of person I would invest in keeping with my company if I had any say about. Great work Kevin, you’re a rockstar!

Merwyn Price Have had insurance through online companies for years and time to renew. Got quotes from several online companies and Erie. Eries auto insurance (with increased coverage) was a little cheaper than online quotes, and Erie homeowners was significantly cheaper. Overall, saved a little over $1600/year with Erie. And Larry (agent) was very knowledgeable and pleasant to deal with, making the transfer process painless. Highly recommend checking them out.

Kenneth Eutsey Very professional, understanding and kind. They really do care about helping people.

Matthew Bispeck Renaissance Wealth Management has been a trusted source of our mutual clients for almost two decades now with all their financial advisory services. They consistently provide superior service to their clients and are phenomenal to work with. Highly recommend giving Aaron a call!