Edward Jones - Financial Advisor: David Tanney, CFP®|AAMS™ is highly regarded for offering knowledgeable and friendly financial services. Clients appreciate the team's genuine care and personalized approach, which makes them feel valued and understood. One client shared that after a difficult personal loss, they found David and his team to be a life-saver, helping them navigate financial planning during a challenging time. The team takes the time to listen, ask the right questions, and work towards the client's best interests. They provide clear guidance, create workable budgets, and offer ongoing support through regular reviews. Clients find their fees reasonable and value the access they have to the team for questions or concerns. Overall, this office is known for great service, caring attitude, and dedication to helping clients feel empowered and in control of their financial future.
David is passionate about helping people manage their financial resources to meet their goals and needs - he is the very definition of fiduciary! His knowledge and level of service are excellent - I don't think anyone could do a better job. The best financial decision we ever made was to trust David and Edward Jones to manage our retirement resources. I have had other financial advisors...David is far and away the best.
I met David at a home show in Lycoming County several years ago. I was recently widowed, had relocated from out of state to be near family, and had to deal with all the necessary financial planning that comes with losing a spouse, while also retiring. I'd already had one unsatisfactory meeting with a noncertified financial planner at a bank and was not convinced he was acting in my best interest.
In the course of our initial conversation, I learned that David was in fact, a Certified Financial Planner, so later arranged an appointment. The office manager, Pat, was tremendously pleasant and helpful. From the start, I felt that these folks were interested in me as… read full review
1024 Washington Boulevard, Williamsport, PA 17701
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