Stifel - Lebanon (PA)

Jill McFarland I was welcomed with kindness and quality service from the moment I stepped through the door. I will definitely be going back!

James Ohrn Professional, full service provider

Stephen Wood Zac has been very helpful in taking care of my money

Timothy S My wife and I have been clients of Marion Wealth Management Group for about 15 years because of the following reasons: 1) They are a fiduciary with our financial interests paramount. 2)They are very accessible, promptly responding to all of our queries. 3) They explain the details of our investments in terms easily understood. 4) They are able to structure our investments to satisfy both my wife (conservative) and my (moderately aggressive) risk profiles. 5) At their website they have elaborate financial software analysis, reporting and forecasting programs. 6) Mike Marion, Managing Partner, Jeff Lott, Partner and their office staff are all very nice and pleasant to talk with. 7) We trust them and have achieved financial peace of mind working with them.

April Papson I really enjoy working with Family Wealth Management; they make it clear they are on my side to ensure I’m ready for retirement in all aspects that can possibly impact my finances. It gives me peace of mind knowing I have a good plan for retirement in place. I also love that their online tools keep me connected to my funds and know what’s going on. Financial planning can be daunting, but it doesn’t have to be when you have the knowledgeable professionals like Family Wealth Partnership in your corner.

Kristen Hess Amazing people to work with! Always so kind, responsive, and helped us save so much money! Highly recommending them for any financial services you need.

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!

Merwyn Price Have had insurance through online companies for years and time to renew. Got quotes from several online companies and Erie. Eries auto insurance (with increased coverage) was a little cheaper than online quotes, and Erie homeowners was significantly cheaper. Overall, saved a little over $1600/year with Erie. And Larry (agent) was very knowledgeable and pleasant to deal with, making the transfer process painless. Highly recommend checking them out.