Trillium Wealth - Downingtown (PA)

ralph geltz Great job for me treat their clients with respect.kevin Miller is the best advisor you can find.

Michele Sophiea I have been working with Kevin for the past few years as I prepared for retirement and he has helped me immensely with my finances as I entered into this new phase of life. He is always quick to respond and I rely on his vast knowledge of what is happening out there in the market - his management of my accounts has worked out very well for me!

Carsen My grandparents cater there and I work there for bowling nights so if you want to bowl you all can go become a member 10 I think a person if your a member to bowl

Michael Renner My personal experience with One Financial Services has exceeded all my expectations. After my parents used them for years and recently passed away I moved everything to One Financial. Starting with the first phone call, Vanessa, who normally answers the phone is always polite, patient, understanding.... After my parents passing Rob was very considerate and helpful making the transition. He assisted with my taxes during this sad time and I know he had my parents in mind when he worked with us. I have found that all my calls were returned promptly and anytime I needed a transaction of any kind it was done expeditiously. Communication with account information and taxes has been way above previous experiences. My bottom line is that I know that if something needs to be done One Financial Services will handle it accordingly. 100% confident with this staff and there abilities.

Debra Kortvely I have been dealing with Kevin and his staff for several years. The staff and Kevin are always there to help answer any questions and offer assistance. I was glad I chose to use his services and it provided me a early retirement. Kevin and his staff are top notch people and I feel very comfortable with his financial advise to help me enjoy life.

Luke Roberts In the past I wasn’t thrilled but after talking to the nice teller man this past week, I felt really heard.

Kimberly Palumbo Sharon gold and coin paid me the most for my unwanted jewelry out of the three I went too. She was very knowledgeable and explained everything to me and was very nice.

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.

Douglas Thubbron We had a great experience with Liberty Tax Service Pittston location. Dave Martin was our tax preparer, and he was knowledgeable, efficient, and very helpful. He took the time to explain everything clearly. Highly recommend!