Nicolas Accounting Group, LLC - Coatesville (PA)

Daphne Lupfer Great organization, great people, outstanding results! We have been clients since the inception of Brandywine Oak. Our plan and transition to retirement was handled seamlessly. We appreciate the on going guidance and education that we’ve received. A twice yearly review of results and discussion of future plans ensures we are fully aware and in control of how our assets are being managed and grown. Our personal advisor is extremely competent and very responsive. An additional benefit is the integration between other providers for tax and legal advice. We highly recommend the team at Brandywine Oak!

Gina Toy I and my husband feel so fortunate to have found Dominic at U Financial years ago! My husband is one of those people who is reluctant to open up his financial business to anyone but he had complete trust and confidence in Dominic from the very first meeting! He is a rare find - you can be assured he has your best interest and he will respond to you immediately!!! He is the reason I have been able to do a short term retirement earlier than I ever dreamed!! The office staff are 5 star as well!!!!! You will not find a better financial advisor! Do yourself a favor and contact them!!!!!

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.

Thomas Wand Numerous programs serving the community operate out of this facility, operated and/or supported by LTM. I volunteer with the tax preparation program, VITA. LTM deserves your financial and volunteer support.