Thomas Varisco - Prudential Financial - Scranton (PA)

Dennis Stine Excellent financial advisor for several years.

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!

Carol Waldeck Bill Mahan is an extremely intelligent and experienced Financial Advisor. After having gone through a totally frustrating experience with a local bank trying to close an account my sister had after she passed away I contacted Bill regarding an account she had with Ameriprise. He reviewed the transaction and advised me what he needed to take care of me. We met at his office and he immediately handled the transaction. Explained what we had to do and prepared necessary documents. Everything was mailed in and he helped me send in the finishing documents. His staff is friendly and also very efficient. Ameriprise and Warren is lucky to have him.

Byronjoel Barko Holiday finance services have open me huge door in my life I’ve been a victim of identity theft that is something difficult to deal with really difficult and this is the best quality professional service that open me huge doors in my future and I’m really appreciated with Holiday Financial Services I’m Erie pa thank you for the opportunity And happy to say that I am happy with all the services holiday finance provides thank you

Penfield Danny (Dandangler86) Quick money

Crista Kull Absolutely great to work with. Ran into some issues paying and they worked with me to get it straight. Super friendly and helpful.