Petruso Financial Services - Erie (PA)

aidan disanti The owner Paul was incredibly knowledgeable and helpful. Overall very positive experience working with him and his company. Would recommend to anyone needing non-bank financing.

Sharon Elaine UPDATE: Wednesday, March 3rd. I received a call that my taxes were done and ready to be picked up. The lady was very nice as were the two in the office when I picked them up. Yes it took longer this year than in the past but this isnt a typical year...they had their own clientele plus those from Allegheny Tax, the IRS pushing back the date that you could start filing, the stimulus money plus the IRS electronic filing wasnt up. Overall, I am pleased. UPDATE: Tuesday, February 23rd I called to ask what the status of my income tax was, and spoke with a very nice lady who said that she remembered seeing mine and asked when I dropped it off which I answered last Monday. She said that it will be another week, and said the delay was because the IRS electronic filing was late getting up and running. PRIOR: Val from Allegheny Tax has done my taxes since 2016, and this year would have been no different. I had an appointment to drop off my taxes on Monday, February 15th at 1:00. It is now a week later and I have not heard from them. My taxes are not that complicated. My experience with the lady was pleasant. She waited patiently while I logged into my bank account to answer her questions regarding the stimulus payments. I was told that Val sold Allegheny Tax to Mark at DiGiorgio Financial Group (they grew up together), and that Val retired. I was also told that the electronic filing was not up for the IRS, and that they (DiGiorgio) never did electronic filing in the past so that was all new to them, and that in the past DiGiorgio always completed the paperwork and mailed it or returned it to the customer to mail. I will follow-up with them in a day or two about the status of my taxes and will update the review than.

Coach Monique & Associates Seth is the consummate professional. He met with me at my office, took time to get to know me and asked great questions so that he had a clear picture of my current circumstances and life & investment goals. He is pragmatic, straightforward and has a great personality. I highly recommend Seth.

Shawn Deaton Working with Andy has been a game-changer for my financial future. He combines deep knowledge with a genuine, client-first approach that makes you feel confident and supported every step of the way. Andy took the time to understand my goals, walked me through my options clearly, and built a plan that actually feels achievable—and tailored to me. Whether it was budgeting, investing, or planning for retirement, Andy made complex topics easy to understand without ever being condescending. He’s always responsive, detail-oriented, and thoughtful in his advice. I truly trust his guidance and can’t imagine managing my finances without him now. If youre looking for a financial planner who is both highly skilled and sincerely cares about your success, Andy is the one. I cant recommend him enough! Shawn

Denise Lewis The reps are knowledgeable and willing to help you with whatever issues you are having. They are very friendly you feel welcome when you walk in. Like family.