United Way - Titusville (PA)

martin giles I have been associated with this financial management group for over 15 years, and could not think of a better financial advisory team. I was lucky enough to have been given a reference to Bryan K. at a time when I needed a qualified advisor and have never looked back. He and the entire staff at this Group have handled my account with the utmost knowledge, friendly and timely service, and above all, honesty. I have dealt with more than one advisor and/or broker in my life and have never been as satisfied as I am with Capstone, therefore 15 years of exemplary service! Highly recommended to help you achieve your financial goals without the smoke and mirrors.

Matthew Borsellino Working with Rich and Val was amazing. They have deep roots in the community and have a give first attitude. Hope to see you guys out at a Rotary event soon!

Kurt Roberts Stellar staff and knowledge. Feel secure in trusting your interests with WF.

Shawn Deaton Working with Andy has been a game-changer for my financial future. He combines deep knowledge with a genuine, client-first approach that makes you feel confident and supported every step of the way. Andy took the time to understand my goals, walked me through my options clearly, and built a plan that actually feels achievable—and tailored to me. Whether it was budgeting, investing, or planning for retirement, Andy made complex topics easy to understand without ever being condescending. He’s always responsive, detail-oriented, and thoughtful in his advice. I truly trust his guidance and can’t imagine managing my finances without him now. If youre looking for a financial planner who is both highly skilled and sincerely cares about your success, Andy is the one. I cant recommend him enough! Shawn

Chrystal Miller Update: They still have wonderful customer service and work hard to see how they can help you! This is the 4th year Ive dealt with them now, and I will continue to deal with them. The customer service is great! They make you feel comfortable and they are kind. I have dealt with Melissa and Tiffany. They see what would be the best deal for you you. Thank you!

Cynthia Perotti My husband Jim and I have been with the firm for many years. Thru the early years, Neal was our go to guy. Whatever questions or concerns we had, he always put our minds at ease. We can’t say enough about his professionalism and also caring that he treated us with. In many ways we felt like we were his most important people. Since Jim’s retirement, we have met more people. Most recently John McGowan. We had a wonderful conversation about our investments, but also a great time talking about our families with each other. We shared many laughs with him. It just made the whole call we spent together enjoyable and informative. Also, thanks to Nicole, who has reached out to us, we appreciate her helpfulness in further solidifying our relationship that Neal established all those years ago. We have been so blessed by the help and concern that they have showed us thru the years. Thank you!

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.