Great Oak Wealth Management - Pottstown (PA)

Alicia Adams My 14 year old son and I went here today because my son was looking for a starter electric guitar. Fernando Was awesome. He took the time to talk to my son about his future and give him some great pointers On life. A lot of people don’t talk to teenagers but Fernando talked to him with respect and also gave my son a really great deal on the guitar. I just thought his customer service and overall kindness deserved to be mentioned. My brother was with us who is a long time musician. He thought there was a good selection of musical instruments, and the prices were very fair.

Kathleen Cox Not a long wait. Helpful staff and case workers. In a great location, has ample parking. They have documents on hand, they can help photo copy your important documents that you need to drop off and scan them in for you for your case worker. I am so happy that I dont have to drive to Norristown to have my needs met.

Angela Zimmerman Quick and friendly staff. Help you get in and out without wasting your whole day.

Marcus Kevin was super friendly, very patient when technical issues presented themselves, & meticulous when it came to procedure. He is clearly very knowledgeable of the online services & forms at Diamond. He saved me time navigating between the App & web during account setup. Any issues I encountered he confirmed what I experienced then documented them to improve the next user experience. As an IT professional & manager myself Kevin is the type of person I would invest in keeping with my company if I had any say about. Great work Kevin, you’re a rockstar!

Douglas Spath Matt was phenomenal. Helped us with a consolidation loan at a rate that is better than all my cards!!! Thank you guys for your help and thoroughness!!!