Stifel - St Marys (PA)

Francesco Rosenthal Terry is such a good man with stocks!

bubba wil Best place to get whatever you need from money to paying your bills the staff is very friendly always nice and helpful

nev I had to meet with a loan officer for the first time today, and let me tell you: whatever Shannon G. is getting paid, its not enough! She was so patient with me and explained everything thoroughly and repeatedly and helped ease the confusion I had about all of the terminology. She was completely amazing and I feel confident going to her again if I need anything!

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!

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

DB Kase Trent helped me develop a financial plan for my mom when she went into assisted living. We had no idea how to handle her money best and Trent spent time with us and my mom and explain our options. Without his help we would have been lost. He is kind, patient and very helpful.

Mike Aspeotes Great company helped us get a car when we needed it most. Very professional extremely caring all around just a great experience

David Stahl jr One at mall and uptown are amazing