Premier Planning Wealth Advisors - Ameriprise Financial Services, LLC - Kingston (PA)

L C Gabriel Gallagher helped me with my 401k rollover. He places a high importance on clear communication and expectations. Glad to have him and on my team!

Jake Latchum I recommend Landis Insurance to anyone in or even out of the area. They’ll take care of everything you need in a great way. Dee Latchum is one of their fantastic employees. I work directly with her for everything I have under policies. She is an incredible agent and more importantly an incredible person. Again, if you need insurance. This is the place to go.

James Simmons I just called after having a rough day to talk about my policy. I spoke with Tanya (hope I spelled it right) I don’t know what they are paying this woman but she needs a raise! Hardworking willing to help and no attitude over me asking multiple questions

Paul Samolovitch I was very happy with Eddie who handles my loans. The negative piece of our visit is your bathroom policy. My wife is crippled and needs a cane to walk around. Because of your unbelievable policy where the customer is not permitted to use your restroom is negative towards your company. She had to walk outside to Hobby Lobby to use a restroom.

Kathy McAndrew We have been with the Botkins since the 1990s and we would not trust anyone else to guide our investments. They are very responsive and touch base often with their clients. We have a formal meeting and recap of investments once a year. They return our calls with any questions we may have.. This is such a pleasure compared to what we had before with other financial planning groups. The Botkin Family Wealth Management group are first class and we would highly recommend that you arrange a meeting with them to see if they are a fit for you. You will not be disappointed. They educate their clients multiple times a year through ZOOM meetings and have guest speakers, experts in their field. We always want to learn for better understanding. We are very satisfied with this company.

mb prickett This has been my branch for 30yrs, I am in at least once a month for something or another...but a standout part of my loyalty is the great care I get from Jeff B. He is so knowledgeable & gets me the information I need, takes care of my transactions & is dedicated to making every customer feel like theyre the ONLY customer...its refreshing in todays fast paced world to get that kind of service.