Phillipss Financial Services - Mountville (PA)

Matt Hennessy Extremely kind people and great advice. They took time to learn my wife and Is unique situation and guide us to our specific goals. They didnt just follow a script or template for everyone, they actually cared how we wanted to invest. Super helpful for our small business and our personal needs as well.

Candy Frey Here is a shout out to Sue, who works behind the scenes. She is so helpful with any claims you may have. She helps the agents be able to do their jobs. Answering phone calls, helping with what can be a stressful time dealing with accidents, etc. I went to an appointment there with my mom. The agent was helpful and professional and took time to answer our questions. I recommend this agency. They have served us well for decades.

Kimberly Palumbo Sharon gold and coin paid me the most for my unwanted jewelry out of the three I went too. She was very knowledgeable and explained everything to me and was very nice.

Joe Kelly Matt Wilson and his team have been nothing short of fantastic. He takes the time to do what others dont. His entire team goes to work for you immediately building a custom plan for your future. They are all very professional and easy to work with. I highly recommend Matt Wilson to anyone at any level for financial planning .

Jay Haughton I love this bank, everyone is friendly. Gavin was my banker that helped me close an old account and open a new one and he did it so fast. I have no problems with this bank so far. I also really love the mobile app, rarely do I need to go into the bank. I do wish they would add a larger sign for the outside of Truist since it can be hard to locate when driving. Other than that, I give this location a 9.5/10

Keith Yorko Brian and the team at Winthrop have always been open and approachable with my questions regarding portfolio goals, design and performance. He is a very patient with clear explanations and forward thinking reasons for the investments he advises. Brian and Winthrop always act in my best interest and are wonderful to work with. I would highly recommend them for anyone with a long term investment need .