Wells Fargo Advisors (NOT Wells Fargo Bank) - DuBois (PA)

Amanda A Working with Guardian Planners has been a truly refreshing experience. Their focus on Tactical Asset Management sets them apart in a field often dominated by automated, passive approaches. What I appreciate most is their hands-on approach to portfolio management, which prioritizes not just chasing gains, but actively avoiding major losses. This strategy gives clients a sense of security, knowing their investments are constantly being adjusted based on real-time market conditions. Charles W. Johnson and his team are highly professional, transparent, and always eager to provide clear, actionable insights. If youre looking for a financial advisor that values both growth and protection, Guardian Planners is a standout choice.

Kimberly Brown Absolutely love having Robert in my financial corner. Him and Stephanie are amazing. If you need them they call you back very quickly if they are not in business. Definitely would recommend.

Patrick Shea Very helpful in explaining issues...........

Jean Polito Expensive

Marlene Zappia Knowledgeable and easy to work with!

Laurel Booher The building itself shows dignity and respect. It is a remodeled turn of the century bank building. Their very capable staff is there to assist you in all your financial planning needs. Highly recommended.