Keywords: Financial waddell reed financial services pa

Waddell & Reed Financial Services - Greensburg (PA)

Address: 🏡 531 Turney St, Greensburg, PA 15601, USA
Phone : +1 (724) 420-5752
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJzXhvxGnQNIgR2ft9LRsCDUM
#Pennsylvania

Bev Belczyk: Primerica - Financial Services - Belle Vernon

Jane Large Friendly, personal and professional staff, always there to assist ,support and answer your questions.
5 /5

Vision Wealth Advisors (Justin Buttrick, CFP®) - Lewisburg

David Watkins Ive partnered with Justin for about five years and during that time hes helped me navigate some major financial decisions. What I most appreciate about Justin is his never ending focus on long term success in business and investing. Hes a excellent listener and an outstanding teacher. I never feel like Im being "sold" a product or strategy, but instead Im consistently educated on the what, why and how to be best positioned for the highest probability of success. Id highly recommend Justins support to anybody looking for a trustworthy advisor. I find his level-headed and down to earth approach about finances, business, family and life to be a major plus! Again, highly recommend.....
5 /5

Pathway Financial Group - Ephrata

Bob Beidler Brian was recommended to me over 15 years ago, just as he was starting his own independent business, and I have been working with him ever since. Brian has been instrumental in implementing my families financial goals and strategies. He developed specific plans for our childrens college funds, rolling over existing IRAs from previous jobs, starting new traditional and Roth IRAs for my wife and I, life insurance and long term care planning, plus he advises on my current 401k even though he doesnt have a vested interest in it. We have quarterly review meetings plus Brian is available at other times as well. Brian has high morals, values, and integrity. He has never tried to sell or push any investment or insurance products that werent in line with our needs. I would highly recommend Brian and Pathway Financial Services.
5 /5

Ask Jackie Taxes - Franklin

April Stewart Great service and knowledgeable staff.
5 /5

First Federal Savings & Loan - Washington

Tim Tarr Very friendly. Been banking there 15 years and always have good experience.
5 /5