Risk Strategies | Joyce Insurance Group - Nanticoke (PA)

Dan Kohler I am writing this letter to recommend John Bentley, CFP, for your estate planning, individual/family, and business needs. Bentley is responsible for monitoring key financial indicators and maintaining financial performance in accordance with the financial and estate plan, and he did nothing but an excellent job. Bentley completes assessing financial status and indicators, conducting market analysis, and completing cost analysis, ROI, among other things. He conducts extensive financial research and comprehensive statistical monitoring and analysis. His attention to detail and skill allowed us to achieve financial success, and he played a critical role in maintaining the growth of capital and developing financial planning tools. Bentley always provides valuable insights, financial recommendations and hedges. His work is consistently excellent, and therefore I recommend him highly. Regards, Daniel Kohler

Cris McDonough Love that they are open until 6 p.m. on Thursdays.

Wendy Davis My husband is approaching retirement and, as most people do, felt the need to make sure all of our financial ducks were in a row. We had not had good experiences in the past with financial advisors and needed to talk to someone that we felt we could trust. Enter Louie Tita. From the beginning, Lou went above and beyond to explain things and help us feel comfortable. He has been an incredible resource and has tremendously put our minds at ease about our financial situation and retirement. He is not just an advisor, he truly cares about the people that he works with and that caring is matched by his level of experience and expertise. We would highly recommend Lou to anyone looking for advise in the areas of finance and insurance!!!

Brittany Chase If you’re looking for an honest accountant with integrity, keep looking because this company does NOT have integrity. This tax place will sneak things up on you, make things up, and not follow through with resolving their mistakes… let me explain, I got my taxes done for 2020 and paid $200. I got my taxes done for 2021 and paid $220. I sold my house in 2022 and updated my address with the company. I got my taxes done for the 2022 year and they sent me a bill for $320. I called them due to the significant increase. They told me they were resolving it and I would get a new bill in mail.. they told me they sent me notification of the increase to my last address and apologized that they didn’t update my address in different parts of their system… months later I received another bill for $320. I called them confused and I spoke with a woman who said my tax bill was actually $520, but she felt bad that it more than doubled and gave me a discount at the rate of $320. She had no explanation for the significant increase and acted like she was doing me a favor for reducing it to an only $100 increase.. I should also note my tax situation did not change or become more complicated. The increase was “just because” according to this company.

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.

Michael Sutton Big Dean couldnt have been a nicer dude when setting up my business account. All the clerks are professional and courteous.

John Opachinski Thank you, Thank you, Thank you!!! I cannot give enough thanks to the Team at Wilkes-Barre Spring Street location!! My wife and I were the victims of Scammers from a Web-site selling Eyeglasses. The Scammers hacked our PayPal account. The entire Spring Street staff was ultra helpful, reassuring, accommodating and willing to help us navigate next steps. We stated out with Yaritza who was great, then to Amber. Amber knew exactly what to do, and who to contact. We cannot express how comforting and gracious Amber was!! She exceeded our needs, and did everything in her power right from her station. She cancelled account, got us new Debit Cards, set up a new Checking Account, so on and so forth. What Amber could not complete in her scope, she contacted their backline team, and then brought the Branch Manager Gylaine into the loop. Gylaine took the time out of her busy afternoon to assist and answer any of our concerns. Glyaine even called us back at the end of day with a detailed update. In the days leading up to our visit to CVFCU were upsetting and tumultuous for my wife and I. In leaving CVFCU we both felt as though the weight of the word was lifted off us. That was directly due to Amber, Yaritza and Gylaine. If you are not a member, let this review serve as a heads up on what you can expect from CVFCU - join!!!!!! Thanks again to Gylaine and her team, and to everyone at the main office also.