Shetland Financial - Center Valley (PA)

Michele Sophiea I have been working with Kevin for the past few years as I prepared for retirement and he has helped me immensely with my finances as I entered into this new phase of life. He is always quick to respond and I rely on his vast knowledge of what is happening out there in the market - his management of my accounts has worked out very well for me!

Gerard Balbirsingh Fantastic food the cook is very skilled in the kitchen. I recommend Tuesday’s,Thursday’s and Saturday’s but any day is a good day to eat at T&T Bar

Cody Keller Just recently I put myself back on the market for a investment firm, after having a troubled first go at it. I heard through friends of mine that the associates at Twin River would turn my finance philosophy around. After two years with the Lewisburg group, I am very pleased with how they have been able to cater to my personal lifestyle and bring back financial confidence!

debra holz I was new to investing when I met P.J. DiNuzzo about 8 months ago and had no idea what I was doing. I had a considerable sum of money, but I was terrified of losing it. P.J. was very patient with me and twice held long meetings with me to explain investing and diversifying my investments laying out the logic of his proposal. It was almost a tie with another financial advisor, but I chose DiNuzzo because its apparent he and his wealth advisor, Mark Ambrose, know what theyre doing. I am a conservative investor, and theyve respected that. Mark has also very patiently held my hand through the process and explained things to me along the way. And my money is growing!

Etta Hosmer Nice people, always friendly, glad I started my account here!

bsalapek Quick, friendly and competent professionals, who charge very reasonable fees. Will be using every year from now on.

Mindy Vazquez Great place to have a loan. Tonya has to be the best manager they’ve had. Very polite and compassionate for situations. Highly recommend!