Pontis Wealth Advisors of Janney Montgomery Scott - Beaver (PA)

Kathy Kucnick Very nice place Rose was such a good help to me Highly recommend them !

Bill Rudisill Im new to the area and had to visit the ER this past Saturday do to a severe leg infection. I was seen quickly and later admitted for a few days. Every single person I had interactions with were professional and considerate. While I was in the waiting room of the ER another patient arrived and while her husband was checking her in she started to have a seizure. I was surprised at the quick response of the medical staff from the back to see to her needs. I am definitely assured that if I need hospitalization I will be well taken care of there.

Brenda Havener Constance helped us develop a plan for our retirement finances for both the short and long term. She treated us as individuals, taking into account our personal goals. We appreciated that she took time to make sure we understood the Social Security and tax implications of our decisions.

Tonya Harvey Greeno Tax & Financial Strategies is hands down the best experience I’ve ever had with a tax professional. They don’t just file your taxes. They strategize with you to help you keep more of your money and grow it. I came in looking for tax help and left with a real financial game plan. They explained everything in a way that made sense, identified money I didn’t even realize I was leaving on the table, and gave me practical steps to build long-term wealth.