Venn Wealth & Benefit Services, Llc - Altoona (PA)

Sean Pendray As a professional financial advisor and legal settlement planner, I work with multiple trustee options nationwide for my clients, and none are more knowledgeable or responsive than Legacy.

David D Sinclair The girls are awesome sharp and on the ball

Matt Hennessy Extremely kind people and great advice. They took time to learn my wife and Is unique situation and guide us to our specific goals. They didnt just follow a script or template for everyone, they actually cared how we wanted to invest. Super helpful for our small business and our personal needs as well.

Halim Kh Gd

Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!

Matthew Bispeck Renaissance Wealth Management has been a trusted source of our mutual clients for almost two decades now with all their financial advisory services. They consistently provide superior service to their clients and are phenomenal to work with. Highly recommend giving Aaron a call!