Stifel - Altoona (PA)

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.

Chic McKnelly Working with Nicole is so easy. We have dealt with so many tax prep professionals over the years and she is by far the best. She is honest and trustworthy. She gives us the confidence and guidance to move through the tax process with ease. Any questions we have are answered quickly. She provides alternatives to preparing for the next tax year and reasons for doing each. She is very accessible (except this wacky year). I would highly recommend her to anyone looking for an upgrade in their tax prep.

Karen About nothing THE STAFF @ R.C.F.SWILL GO FAR AND BEYOND THE CALL OF DUTY! SOMETIMES WE MIGHT NOT SEE EYE TO EYE, IN THE SAME BREATH, ITS LIKE FAMILY-WE, R.C.F.S. AND I, WILL EVENTUALLY COME TO AN CONCLUSION FOR THE BETTER!!!!

Nate Belliconish Jake was thorough, attentive, and genuinely helpful. Great experience. I’d definitely recommend giving him a call!

David Daugherty I most recently opened an account at this Frick. Very friendly bank tellers! Also I applied for an auto loan and did not think I had a chance and I was wrong. I was approved! Very nice people and very nice inside also.

Gary Lee Great place !

Jim Furman Rick has been a huge help insuring success in my wifes and my retirement. He was able to highlight and correct areas of possible shortcomings. He has also been flexible since we changed our retirement plans when we sold our home and upgraded our 5th wheel to tour the country full time. He has always been accessible, responsive and candid about what plans are possible or might not be advisable.

Samantha McCartney I spoke with Kristin Borger and was the absolute best consultation I have ever had. I am very confident that she will represent us to the best of her abilities. Thank you so much for such a great consultation. Cant wait to start working with you.