UBS Financial Services Inc. - Erie (PA)

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!

Katlyn Harris There is an Atm outside that accepts cash and checks to deposit to your acct :-) :-) over all pleased with my huntington bank experience

Catherine Panick We have been using CFG for many years now and Ethan has provided us with consistently high value financial advice through multiple life changes (home buying, relocations, career development, etc.). He goes the extra mile, being flexible and available to discuss our financial goals, anticipating our changing needs, and always having our best interests in mind. His strategic, proactive approach has given us every advantage to maximize our financial growth and plan for retirement. Being able to lean on his expertise has made managing our finances stress free.