Financial Planners near Mountville

“Brian Shank is a trustworthy advisor. He answers all our calls quickly and answers all of our questions. We feel confident in Brian's ability to help us manage our investments. I highly recommend Brian if you are looking for someone who will answer your call himself, unlike the automated systems of larger firms.“

“Great experience, answered all my questions. Showed how my previous account was in danger and showed league proof from the web. Explained things well. Will make our life easier.“

“HIGHLY RECOMMEND!
We've worked with our financial advisor John Simkins for over 20 years, and he consistently demonstrates that he truly cares about advising, not just money.
HE LISTENS - to what we say (and don't say).
HE ASKS QUESTIONS - and answers in an understandable way. We have little familiarity with financial terms/concepts, and John always takes time to answer our questions in ways we can understand.
HE TELLS THE TRUTH GENTLY - even when it's hard to hear - and he always brings a solution.
HE CARES - about our whole situation, not just finances, and has always guided us with clarity and solid advice that has proven profitable time and again.
HE SEES 'AROUND CORNERS' - He figured out where we want to go regarding retirement and plotted the best course to get there.
HE WATCHES OUT FOR US - We're so grateful knowing we can trust his expertise and his integrity.“

“Kim and I would like to Thank you Betsy and Chris for your wonderful card you sent for my Birthday and our new move to North Carolina! We love our house and the area, including living in the same state and area where 2 of my Brothers live. Our oldest Brother still lives in WV with his family of which is just 4hrs away from us.
Hope all is well with the both of you. We will keep in touch and take care,
Sincerely,
Karen and Kim Lehman“