Top 15 Financial Advisors in New Castle, PA

paige nealer Bob is great and his staff is always helpful. I have had my ira with them since i was 18. Very highly recommend.

Joe Grund Awesome customer service!

wellma66 My experience was amazing I knew exactly what I was getting into. they talked to me about everything I was doing. Offered me the stuff they had to offer and I walked out knowing exactly where I would be. Also the staff was super friendly and made me feel great while I was there.

Seth Ross Dave and Joel made my process super easy, and intriguing. They answered all of my stupid questions and made me feel at ease. They carry a teacher like atmosphere, instead of a salesman-like approach. I recommend this company, and their philosophy to anyone looking at advisors. Well done!

JK Jenkins Mostly always accommodating

Tim Tomko “We’ve had a great experience with Capital A. Their service is top-notch, and it’s reassuring to know they have an office close to home. Communication has always been clear and consistent—they keep us informed about what’s going on and ensure we understand our options. We believe their investment strategy is solid, and they genuinely seem to have our best interests at heart. It’s a relief to work with a team we can trust. Highly recommend!”

Yetemar-Kenyell Cross It can be a dreadful wading through fields of thistles and rattlesnakes when it comes to getting taxes done. In all my years of tax time, Gardner’s rises mightily above most. A shimmering crown gem is Denise Zarilla, with 40 years of tax preparation experience. She made my overall experience quite enjoyable, and she really knows her stuff. Inside of the place feels way homier than any tax office, and the ambiance is equally homier than the spartan, sterile blandness of your average tax place. Five stars ALL the way.

M M Best banking experience always helpful and always remembers me and my dog when I go in I had an issue that was partly my fault and partly a online companies fault and the manager fixed it for me and saved me about $100 in over draft charges

Dave Wyckoff Kissling et al filed my 2018 federal tax return. In 2020, I received a letter from the IRS indicating that my 2018 was in error and I owed an additional $1900+ in taxes plus $139 in interest charge. I had Kissling review my return and they admitted to their oversight on my return. As a matter of good business practice, I expected Kissling to reimburse the $139 to me. They did not.

Ted Saad Mikes clients are his priority. Hes genuine, responsive and always professional.

Dennis Stine Excellent financial advisor for several years.