TruMark Financial Credit Union - Eastern North Philadelphia - Philadelphia (PA)

John Wilson My wife and I have been very happy with Mike Nedreski and the staff at White Oak Wealth Partners. Mike has looked after our investments for over thirty years. He has set us up into a sound investment program that aided us in putting our three children through college and establishing our investment program for retirement along with a very good the Long Term Care insurance program. The personal attention Mike, Amy, Tiffany and Travis always give to the concerns we may have over our investments is much appreciated . My wife and I highly recommend Mike and his White Oak team!

Joe Cable Wendy was awesome! Kind and courteous. Extremely helpful and quick. And a side note,. While I was there, I noticed some folks complaining while there for service. Make sure you have everything you need before you get there. If you don’t while you’re there, don’t blame the staff there and leave angry. I called them before I went there to make sure I had everything I would need. And patience is a plus. Thanks again Wendy!

TheJojj Very simple this year with being able to complete everything online at home. Agent Pamela was very friendly and helpful, answering any questions I had and giving very helpful recommendations. Also getting all documents uploaded was easy. Really enjoyed how convenient it was this year.

DJdemon Shark Great people very polite and helpful. Gwen has been good to work with.

John Cooney I have had Ludens do my taxes for many years and they have been the best!

Lewis Branning The team at Janney Montgomery Scott is an excellent professional team focused on you! It doesn’t get any better with the trusted relationship you will develop!