Peter J Wallace - Financial Advisor, Ameriprise Financial Services, LLC - Williamsport (PA)

Joe Cable Wendy was awesome! Kind and courteous. Extremely helpful and quick. And a side note,. While I was there, I noticed some folks complaining while there for service. Make sure you have everything you need before you get there. If you don’t while you’re there, don’t blame the staff there and leave angry. I called them before I went there to make sure I had everything I would need. And patience is a plus. Thanks again Wendy!

CARLY BAUMAN i had the best experience working with Dylan! my loan was stress free, especially for a first time homebuyer. if i did this process over again i would go through scoot mortgage! absolutely no issues, awesome communication, no judgement, and a guy who wants to help his clients succeed! thank you so much Dylan for getting me approved to buy my first home!

Vern Plymire Great experience!!! Tried to deal with another Chevy dealer in Ohio that offered a great deal on the same truck, once I drove the 2 1/2 hrs. to their dealership to purchase everything changed on the deal didnt qualify for this or that so I said screw it and left. Was told from a friend to check out Crotty Chevrolet in Corry Pa. Couldnt ask for more friendly people!! Told them what I wanted in a truck and they actually got the same truck I went and looked at! Worked a deal I was happy with and no pressure. It was extremely nice to go to a small hometown dealer that was more about the customer than trying to double talk you. Shane Crotty did the sales, financing, and delivery of my new truck. This a definitely a class act dealership so if your in the market for a vehicle I would suggest checking them out!

Lynn Goldfarb I found the practices of this operation to be deceptive and dishonest. They represented themselves as a division of Fulton Bank (their office was located next to the Royer Dr, branch of Fulton Bank). In fact, they were Raymond James. They told me they would purchase treasury bills for me for free. I opened an account, believing they were Fulton Bank, but when I later contacted them to buy T-bills for me as agreed (and learned they were really Raymond James) they refused to buy the T-bills for me. They wanted to sell me something else they could get cut of. They said had a "fiduciary responsibility" to only make transactions/investments that were in "my best interest" That is to say, in their best interest. Bait and switch at its worst!

Brian Hogan Shared time with Conor. Really genuine heart looking to help me and our family. Exciting to see where the company grows into during the coming days.

Amanda A Working with Guardian Planners has been a truly refreshing experience. Their focus on Tactical Asset Management sets them apart in a field often dominated by automated, passive approaches. What I appreciate most is their hands-on approach to portfolio management, which prioritizes not just chasing gains, but actively avoiding major losses. This strategy gives clients a sense of security, knowing their investments are constantly being adjusted based on real-time market conditions. Charles W. Johnson and his team are highly professional, transparent, and always eager to provide clear, actionable insights. If youre looking for a financial advisor that values both growth and protection, Guardian Planners is a standout choice.

Mike Murphy Mr. Egan has invested my money well over the last 40 years !!!

Gina McCarthy Amazing to work with!

Dawn Meyer Dustin Laurie is a very professional and easy man to work with on financial issues. He sits and goes over everything so you can easily understand. The time frame to get your issues settled is very fast. He is also very affordable. We like working with him.