Keywords: establishment,finance,point_of_interest

Reliance Financial Advisors - Sewickley (PA)

Address: 🏡 2200 Georgetown Dr #300, Sewickley, PA 15143
Phone : +1 (724) 934-3122

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJqSfkcIaJNIgRYFSbWs2teNc

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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.
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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!
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