Stifel - St Marys (PA)

Tyler Magaha Steve is the man! He is extremely knowledgeable and thorough. He is very personable and enjoyable to meet with. He came up with a financial plan for my wife and I and described it in terms that were easy for us to understand. I could not recommended Steve more to anyone looking for assistance with financial planning. 10/10 recommend!!!

D. Wit Fantastic financial strategist. He explains financial paths you can take and the investments it takes to achieve your goals. It also helps that he makes it easier to understand for non saavy investors like myself.

Ryan Glover I had an excellent experience at the LFCU, thanks to Braden, a wonderful bank teller. He was very friendly yet professional with the way he swiftly worked through a busy line. Braden made me remember why I am a proud member of LFCU.

Paul Plamondon My husband and I have been working with Spencer Harrison from McAdam over the last 4 months to piece together a reliable approach to investing our retirement funds. Spencer exceeded our expectations. He is knowledgeable, considerate, thoughtful, thorough, patient, reliable and an absolute delight to work with. He made the entire experience go from overwhelming to easily manageable. He listened to what we had to say and he and his McAdam team built an investment strategy that resonated with us and aligned with our stated goals and needs. I give Spencer Harrison and McAdam Financial my highest recommendation.