Whitford Financial Planning - Exton (PA)

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.

William Reed They call people unsolicited and if you look above, they are located in an apartment building - sketch as hell. If you need more proof - the number they projected to my caller ID was far from the one claimed. Scammers for sure.

Thomas Black People are extremely helpful and are willing to spend the extra time to explain their many services.

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!

Lydia Carroll Experience was great! I received a quick response. Mehul was very knowledgeable, went over everything with me before anything was signed, and made me feel at ease with the process. Highly recommend!

Christen Adomako-Kufour Does a great job and getting his customers tax refunds filed and accurate.

chuck ahrens I attended Johns free seminar on Thursday, July 13, 2017. He was very informative and lively and genuinely wants to help parents not make BIG mistakes in helping to get their children through college. I have scheduled for a free assessment to uncover how his program can help. There is no cost or obligation nor did John pressure anyone into registering for the assessment. I highly recommend everyone to attend his FREE seminar. Chuck A in Allentown