Whitford Financial Planning - Exton (PA)

Bonnie Speelman Dylan and Mike went above and beyond to get us into a new car. We are forever thankful for their kindness and caring personality. Great experience all around. Thanks again, Bonnie

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.

Marie Benedict Kerry and Zach are great with your money. Highly recommend.

Nettie Oakschunas I have been a member of CityMark for a few years. I have only ever worked with Alexis. Alexis is so incredible to work with- she always is helpful, knowledgeable, and works to get me the best rate!! She responds immediately to emails and I never need to wait for transactions to occur! Alexis makes the process so easy for the customer. If you ever need help, guidance, and/or information about the credit union, Alexis is your girl!! Thank you for all you do!! I appreciate you!!!