Pakos Wealth Management - Latrobe (PA)

debra holz I was new to investing when I met P.J. DiNuzzo about 8 months ago and had no idea what I was doing. I had a considerable sum of money, but I was terrified of losing it. P.J. was very patient with me and twice held long meetings with me to explain investing and diversifying my investments laying out the logic of his proposal. It was almost a tie with another financial advisor, but I chose DiNuzzo because its apparent he and his wealth advisor, Mark Ambrose, know what theyre doing. I am a conservative investor, and theyve respected that. Mark has also very patiently held my hand through the process and explained things to me along the way. And my money is growing!

Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!

Marlene Zappia Very knowledgeable and easy to work with! Friendly and helpful!

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.

Beth Salamanca I’ve been with Mike Glovas, Morgan Stanley Easton Branch since mid-2022. It’s been a profitable relationship and I’m grateful to have such a superb financial advisor/team. The MS online platform is comprehensive, and user friendly. The staff is highly responsive. And Mike himself not only manages a great team, but also calls me regularly to update me on my account/see if I need anything. Proactive, trustworthy and highly skilled, Mike has upped my portfolio significantly. I have great peace of mind knowing my assets are in Mike’s capable hands.

Jeff Angeli Very happy with tax prep