PNC Private Bank - Scranton (PA)

Vicki Cooke Amazing experience with Derek and John Carr. They were professional and informative in helping us set up our portfolio and most importantly our money has grown tremendously because of their expertise. In addition, John and Derek saved my elderly mother in law from some financial sheisters who were giving her bad advice by simply knowing their stuff. They helped her break away from them without incurring penalties and put her money in accounts where she gets the best return and where it’s safe. Highly recommend anyone to sit down with them to work out your best investment strategies for your retirement.

Tammy Carey Some of the the bad reviews cant be trusted, alot of people try to cheat the tax place by misleading them by not providing correct info. And not mentioning that they have not filed their taxes in a few years. Most people file late. If you get penalized its your fault not the tax rep.

John Brennan Anthony and Ida were awesome to deal with very accessible and efficient. I would highly recommend them to friends family and colleagues.

Thomas Gunton We have been working with Rich, Rachel and her team for over 10 years, and I cant recommend them highly enough. Their comprehensive approach to financial planning has provided us with peace of mind, knowing every aspect of our financial future is being carefully considered. They are proactive in their communication, always keeping us informed, and incredibly responsive whenever we need them. One of the greatest advantages of working with them is their broader network in financial services, which has led to several high-quality introductions for things like insurance and tax accountants. This team truly goes above and beyond!

Barb Murphy I cant say enough good about this business. Brock was advisor to my husband with his years at Fox Pools. I was rarely involved, content to let my husband and Brock work it all out. Larry trusted Brock implicitly, and therefore, since Larry recently passed, I was just "out there" with our finances, but have the best money manager I can ever imagine in Brock. I am learning, slowly, but with his guidance (and patience!) I have peace and confidence in not only Brock, but in this company. I also must give a shoutout to Jessica, who also has extreme patience with my questions and she is always on top of things. I am so thankful for this Group!

Kenneth Eutsey Very professional, understanding and kind. They really do care about helping people.

Nikki Rossi There is a lot of programs they to help people in need of all kinds of things.