Principal Financial Group - Kingston (PA)

Bryan Dunn Been with AFS for 8 years. One of the best tax preparers around Erie PA. I would recommend his service at all levels: Individual and Corporate. Very understanding man, and by the way he makes sure you get a lot of that money back and charges way less than his next door neighbor (HR Crook...lol.)

Venus Ramos Monessen Branch is small but the ladies there are very helpful and quick.

Ashley Wells Awesome service, and quick. They helped me with 3 days in a hotel before I had to go to Fresh Start then when I found a place, they paid my first months rent. Thanks Ryan!

Troy Aberle By far the smartest team I have ever learned from. This is the knowledge your bank knows and doesn’t want you to have. Trust Tim and Olivia and learn how to invest!

Amanda A Working with Guardian Planners has been a truly refreshing experience. Their focus on Tactical Asset Management sets them apart in a field often dominated by automated, passive approaches. What I appreciate most is their hands-on approach to portfolio management, which prioritizes not just chasing gains, but actively avoiding major losses. This strategy gives clients a sense of security, knowing their investments are constantly being adjusted based on real-time market conditions. Charles W. Johnson and his team are highly professional, transparent, and always eager to provide clear, actionable insights. If youre looking for a financial advisor that values both growth and protection, Guardian Planners is a standout choice.