Ploss Auction - Corry (PA)

Michael Kelly A friend referred me to David Bates insurance. You are always a bit skeptical switching to another agent (I was with my previous agent for 20 years). Turns out David took great care of me and fiancé’s insurance. Not only did he save us a lot of money, but he got us better coverage too. David takes the time to make sure he’s taking care of you and invests in who you are personally. Highly recommend at least getting a quote!

ronald hansen Ecellent

Mary Lyons I contacted a number of companies in regard to an IRA Annuity and CF Advisors suggested an annuity that got me significantly more income per month guaranteed for life. I strongly recommend Eric Kearsh as an advisor. Eric is dedicated to finding the best solution and his knowledge goes beyond financial solutions. There was a problem with the transfer of money but Eric kept on it until it was resolved. Eric also found a money market account that pays more interest without committing to keeping a huge balance in the account. It is hard to find a company that cares about their clients these days but CF Advisors is first class in my opinion. 50 stars!

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!