Schlegel Financial Group - Sunbury (PA)

Bond Monee I’ve been working with this company for over 2 years now and no other Provider has been more consistent. The main thing I love is that I have a live rep I can call or text if any issues with a line posting but they as always on top of everything and make sure all lines post. The customer service is excellent!! I had nothing but great experience with BNB and my rep Dave! Thanks guys keep killing it

Marilyn Bevington Sally was very thorough while doing my taxes. Felicia didnt have any clients at the time so she came over and helped, too. Not only did that make me feel like a valued customer, but it also showed me how strong the teamwork is in this office. I am a repeat customer and always have a pleasant experience here.

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!

Jondavid Longo Rude, condescending, unimpressive

Tammy Fisher Very friendly and very helpful get things done for you fast and help you with all your needs

Maryann Napier Amy and her team are great to work with! Her assistance over the years allowed my wife and I to retire early and enjoy life to the fullest!

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!