Valley 1st Community FCU - Monessen (PA)

Andrew Franco If you need financial advice, I highly recommend Dan Maloney! Dan really knows his stuff, and made the usually stressful process of creating a financial plan quick and easy!

Dallas Funs Always a great place for coffee and a small breakfast item.. especially when it’s cold.

Dennis Hummel The process was though and not rushed. The location was was a little difficult to find. Took time, arriving around my appointment time and arrived with the agent waiting outside for me. Pleasant experience.

Stephanie Lynn Beth Genter is the best financial advisor we’ve ever had. We tried Ameriprise and Morgan Stanley first she’s so much better than the advisors we had before. Her customer service and responsiveness is fantastic. She’s blunt with us about our investments and where we’re ahead (401k) or behind (529s), and I actually understand what she’s saying to me. The other guys could not adequately explain things and weren’t really committed to advising us on things like our 401(k)s that weren’t managed by them. Beth brings a comprehensive, look-at-your-entire-portfolio approach to advising. I highly recommend her!

gimd The (2nd on the title) Gardner running this firm is the cousin of Tom and David Gardner. The first Gardner is Tom and Davids Dads brother . . .

Diana Gill Great accountants explained everything in simple man’s terms to help us plan better. Used them now for 35 years. Will continue well into the future God willing!