Keywords: establishment,finance,insurance_agency,point_of_interest

Canella Financial Group - Moon Township (PA)

Address: 🏡 1150 Thorn Run Road Extension Ste 102, Moon Township, PA 15108
Phone : +1 (412) 262-1040

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJLz7RYbVdNIgRBb0p1ABiQaA

Others Near Moon Township,PA

Reliance Financial Advisors - Sewickley
Shawn Finn: Very nice office and friendly staff!
The Henderson Agency, Inc. - Aliquippa
June Tropeck: I asked Kathleen for a quote but she was “discouraged” due to the fact that she lost out on another quote A few months ago. Heaven forbid if we would inconvenience her, she had already made the decision that I was going to go elsewhere without even properly quoting the request. Great customer service Kathleen thanks for a great job!!! Apparently Henderson agency doesn’t need the business!
Benchmark Financial Advisors - Sewickley
Robert Bickerton: Working with Benchhmark Financial Advisors has been a great experience. Their team is professional, knowledgeable, and incredibly responsive. They consistently deliver high-quality results and go above and beyond to ensure everything runs smoothly. Its clear they truly care about their clients and take pride in their work. Looking forward to continuing our partnership!
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JMS Capital Group - Sewickley
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Aufman Associates Inc - Sewickley
RiversEdge Advanced Retirement Solutions - Sewickley
J MJR: I have no idea if this is a legit firm. Poor value, there is no performance return, all they do is act like a savings bank account but deduct amount in the form of various fee. The investment options they provide is poor. It seems more like they get our money and do their own investment and the customer gets no return. Plus their customer service runs like a family business - poorly trained unprofessional agents working from home and has no interest in providing you any information. They make you feel guilty for calling them and enquiring about your retirement investment. The pre-tax saving is not worth putting up with this seemingly con firm.
Schenley Capital Inc - Sewickley
Stephanie Lynn: Beth Genter is the best financial advisor we’ve ever had. We tried Ameriprise and Morgan Stanley first she’s so much better than the advisors we had before. Her customer service and responsiveness is fantastic. She’s blunt with us about our investments and where we’re ahead (401k) or behind (529s), and I actually understand what she’s saying to me. The other guys could not adequately explain things and weren’t really committed to advising us on things like our 401(k)s that weren’t managed by them. Beth brings a comprehensive, look-at-your-entire-portfolio approach to advising. I highly recommend her!
Edward Jones - Financial Advisor: Lori L Sibble, AAMS®|CRPC™ - Seneca
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