Roseville Wealth Management Group - Ameriprise Financial Services, LLC - York (PA)

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

Linda Benson My husband and I have been XPYRIA clients for five years. We have complete confidence in the way our funds are being managed. But XPYRIA is so much more than expert fiduciary advice. They helped my husband transition to self-employment and then to partial retirement. They regularly confer with our three grown children. When my father-in-law passed away at age 97, they helped my mother-in-law find the help she needed to settle his estate. Now my mother-in-law and brother-in-law are XPYRIA clients too, and they couldnt be more pleased. If you want to quit worrying and enjoy your retirement, call XPYRIA.

Timothy S My wife and I have been clients of Marion Wealth Management Group for about 15 years because of the following reasons: 1) They are a fiduciary with our financial interests paramount. 2)They are very accessible, promptly responding to all of our queries. 3) They explain the details of our investments in terms easily understood. 4) They are able to structure our investments to satisfy both my wife (conservative) and my (moderately aggressive) risk profiles. 5) At their website they have elaborate financial software analysis, reporting and forecasting programs. 6) Mike Marion, Managing Partner, Jeff Lott, Partner and their office staff are all very nice and pleasant to talk with. 7) We trust them and have achieved financial peace of mind working with them.

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!