Wells Fargo Advisors - Pittston (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.

D. Wit Fantastic financial strategist. He explains financial paths you can take and the investments it takes to achieve your goals. It also helps that he makes it easier to understand for non saavy investors like myself.

David Ziccardi This is not a bank, folks. So don’t expect cash transactions. Sheesh. I visit this office at least once a month to deposit money using CHECKS. Transactions are always handled quickly and accurately. I have several accounts. My advisor at this particular office has always taken the time to explain various options to me and complete purchases quickly. If you are upset about losing money, perhaps you should consider lower risk investments.

DC KL The great team at Sage - Daniel, Fillipe, and Diane are easy to work with and helped us get to our goal of early retirement. I highly recommend them to help you attain your financial goals.

Carol Waldeck Bill Mahan is an extremely intelligent and experienced Financial Advisor. After having gone through a totally frustrating experience with a local bank trying to close an account my sister had after she passed away I contacted Bill regarding an account she had with Ameriprise. He reviewed the transaction and advised me what he needed to take care of me. We met at his office and he immediately handled the transaction. Explained what we had to do and prepared necessary documents. Everything was mailed in and he helped me send in the finishing documents. His staff is friendly and also very efficient. Ameriprise and Warren is lucky to have him.

Lisa Card Very nice tellers who remember their regular customers.

Traci Hann The website is very detailed and explains the bank policies adequately.