Wells Fargo Advisors - Erie (PA)

Robin Peles No matter how busy or that you have to wait in line, the workers have a way of soothing your tension and between their smile or caring persona , the banking moment becomes a positive experience Janet

Josh Gellock Mike Assad is an incredible professional who has helped me understand my overall financial picture, both for the near future, and far. I feel confident with him by my side, managing my retirement portfolio.

Donna It was an absolute delight to work with Concierge Financial Advisory. Constance Craig Mason is the consummate professional. Constance explains everything in a clear and concise manner. She genuinely cares about you as a person and wants to ensure you have a sound financial plan and legacy for your family. If you are looking for someone to assist you in your planning process do not hesitate to contact Concierge Financial Advisory. You will not regret it!!!

Venus Ramos Monessen Branch is small but the ladies there are very helpful and quick.

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 . . .

CARLY BAUMAN i had the best experience working with Dylan! my loan was stress free, especially for a first time homebuyer. if i did this process over again i would go through scoot mortgage! absolutely no issues, awesome communication, no judgement, and a guy who wants to help his clients succeed! thank you so much Dylan for getting me approved to buy my first home!

Amie Baker Extremely knowledgeable!

Virginia Glasgow Very clean