Riggs Financial Inc - Meadville (PA)

Allen Walker I have been a client of The Ohagan Group for more than six years. They are absolutely the best in the business. My financial advisor, Greg Holland, is a consummate professional. Unlike advisors at other financial management firms, Greg really takes the time to understand my financial goals and objectives. My portfolio is actively managed and rebalanced on a very regular basis—unlike other firms who just dump my money in a mutual fund and let it stagnate there. I give The Ohagan Group my absolute highest recommendation; if I could give them six stars I would!

Ralph Dussia Have had vallones for years, always professional and easy to work with.

Daphne Lupfer Great organization, great people, outstanding results! We have been clients since the inception of Brandywine Oak. Our plan and transition to retirement was handled seamlessly. We appreciate the on going guidance and education that we’ve received. A twice yearly review of results and discussion of future plans ensures we are fully aware and in control of how our assets are being managed and grown. Our personal advisor is extremely competent and very responsive. An additional benefit is the integration between other providers for tax and legal advice. We highly recommend the team at Brandywine Oak!