Susquehanna Wealth Assurance Group - Harrisburg (PA)

Sue Payne Stone Financial is always very helpful. Thank you Rob. I was able to set up access to my account.

Chad McKaskle They are a pleasure to work with!

mark whittaker After a terrible and costly error by my old financial advisor. It cost me thousands and thousands of dollars and he didnt seem to care. . I moved on . to Max House he was extremely helpful and supportive . He is making more money for us than the old one also. I highly recommend him.

Tommy R. Carla was awesome!!! She was very helpful in walking me through all of the promotions and offers they had going on. She is all about helping out her clients and genuinely caring about them!! I can tell she truly cares about each client she works with and wants the best possible financial outcome for them. Carla is amazing!! 10/10 highly recommend this chase bank location and Carla as a private banker!!!

Chad McKee We have struggled for years about how best to spend and save money, while trying to pay off student loans that have outrageous interest accruing, even thought we mad payments and never deferred. We never could figure out the best approach and we were scared to act because we felt like we were just guessing at what we should do. Having young kids, our priority was to make sure we had enough money, so our student debt just sat over us like a dark cloud. We also didnt like the idea of giving someone money to tell us what to do with our money! We feared the fees would get us off track of our goals. Finally we decided to go with our parents advisors...the family referral discount was amazing and we felt like we could afford financially to try it out. This was the best decision we ever made. Greg, Scott, and Sarah are top notch. Scott listens to our worries and goals. He makes suggestions, but always reminds us that the power is in our hands to make decisions on what we feel comfortable with. Sarah is a wonderful communicator who is amazing at her job. We are thrilled to have Beratung in our corner!