Senior Estate Associates - Greensburg (PA)

MD Transplant I recently retired from a large, well-known hospital in Baltimore, my retirement fund was with their contracted financial group, also as large and impersonal as the hospital, albeit not as "famous". I decided it was time to take a more hands on approach with my finances and thats when I met Conner Brady from Stages Planning Group. Conner couldnt have been nicer or made our first meeting more comfortable and convenient, first by asking if I preferred to meet in person or via Zoom. I chose Zoom and it was a good thing for me that I did, because life never goes as planned, my 3-year-old grandson was dropped off an hour before my meeting. Not only was Conner very patient and flexible while I was trying to wrangle my grandson, but he also genuinely knows his stuff! He was honest with me, told me what I needed to know, not what he thought I wanted to hear, did not talk over my head, as the other financial planners had, didnt try to sell me anything that I didnt want or need and suggested what he thought would best suit MY needs. In short, I highly recommend the Stages Planning group. I have since had the pleasure of meeting both Lou Leyes, owner of Stages and colleague Marcus Snow. I would recommend any of these guys to my friends and family, but I was particularly impressed with Conner Brady for his patience and not missing a beat while explaining to a practically, financially illiterate grandmother with a 3-year-old on her lap! Well done job Conner Brady!

Jennifer Sacco Tim, thank you for your exceptional customer service and for sharing your expertise throughout the refinance process. Your knowledge made everything so much easier, and it was truly a pleasure working with you. I really appreciate all your help and professionalism. Thanks again!”

megan law A wonderful staff who provides excellent financial advice, I highly recommend!

Jessica Mendoza Very professional. Informed me of a lot of misinformation I had regarding to credit repair. Will recommend his expertise.

Sue Campbell Shanley and her team allows us to sleep soundly at night knowing we are in good hands with our financial future! They are knowledgeable, caring and quick to respond to any and all requests. I highly recommend Rassler Financial.