Edward Jones - Financial Advisor: T.R. Campbell, CFP® - Exton (PA)

Beans and Friends Denise was very helpful when we were looking to switch home insurance. She’s lent the time to help us find a plan that was right for us and walked us through the policy so we understood exactly what we were getting. She was great about answering all questions and gave us a comprehensive plan that included everything we had under our old insurance policy, but with even more coverage at a lower rate. She was extremely friendly and knowledgeable. We highly recommend Denise!

Pete Swartz I’ve had such a great experience working with Cristina at Trumark. From the moment I walked into the branch, they went above and beyond to make me feel welcomed and supported. They take the time to really listen, explain options clearly, and always look out for what’s best for their members. It’s rare to find someone who combines professionalism with such genuine care, but Cristina does exactly that. I would highly recommend this branch to anyone—especially because of the outstanding leadership and service provided by Cristina!

Dawn Crawford My office has been with Penn Rise since they opened 17 years ago. Karl is our main contact there and he has always given the best offers that meet OUR needs. He has even suggested products that were less expensive and knew exactly what we used and has never let us "over buy". We have Health, Dental, Vision, Life, Long and Short Term Disability insurances through Penn Rise. In addition to this, they handle our Simple IRA account. I know that most employees even keep this set up after they leave our company. Truly a compliment to Penn Rise. They can be trusted 100%.

Chuck Esposito Jenna is the best! Highly recommend.

Stacey Milner Good bank with a personal touch. Ive been very happy with their services, and love the charm and personal connection of working with a smaller bank. Theyre rates have been competitive.

Chic McKnelly Working with Nicole is so easy. We have dealt with so many tax prep professionals over the years and she is by far the best. She is honest and trustworthy. She gives us the confidence and guidance to move through the tax process with ease. Any questions we have are answered quickly. She provides alternatives to preparing for the next tax year and reasons for doing each. She is very accessible (except this wacky year). I would highly recommend her to anyone looking for an upgrade in their tax prep.