White Rose Wealth Management N George St, York

White Rose Wealth Management Reviews

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  Michal Buchanan
  5

  Learning and understanding how to manage investments is often confusing and overwhelming. As financial advisors, working with Aaron and Pete has been a fantastic and comforting experience. They are knowledgeable, patient, good listeners, and supportive in helping me set up my financial future as I look to retirement. Their experience and desire to create a strong and solid financial future for myself has been a high priority. With great confidence, I highly recommend them both and look forward to future dealings with Aaron Trinh and Pete Kelly.

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  Martha Freeman Glass
  5

  We highly recommend Aaron Trinh as a personal financial advisor. He is knowledgeable, trustworthy, and shows dedication in helping us with investment decisions. Aaron took the time to get to know us to gain an understanding of our financial goals. He is very personable, responsive, and available to answer any questions or concerns. He strategically developed a financial plan for our future. We are confident that with his guidance we are on the right path to realizing our financial goals.

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  Jane Teuber
  5

  I have worked with Aaron Trinh as my Financial Advisor these last few years in the planning and execution of my retirement. His knowledge, trustworthiness, and dedication made my transition to retirement very easy. I have very much appreciated how he explains things to me and is very timely in processing all the necessary paperwork. I especially enjoy his personal professionalism and always hearing about his family. I highly recommend using Aaron as your Financial Advisor and look forward to working with him for many years to come. Jane Teuber

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  Marilyn Martin
  5

  I have been working with Aaron Trinh for the past few years. Aaron had contacted me to review my life insurance that I currently had through Prudential. I couldn't remember the last time an agent had contacted me so I was very excited to see what Aaron had to discuss. I had advised Aaron that I was planning on retiring in the near future. Aaron was so helpful and guided me through the process of updating my life insurance to also cover long term care insurance. Aaron has also made retiring so easy to include assisting with completing forms and various other items. Aaron is very professional, personable and of course very helpful and knowledgeable. I am so happy Aaron contacted me and he has made my life less stressful. Thank you, Marilyn Martin

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  Cathie Hoke
  5

  We have been working with Aaron Trinh as our Financial Advisor for several years. He is incredible! He is very knowledgeable and is able to explain things so that we can understand. He is very patient and informative, and looks out for our best interests. We look forward to working with Aaron for many years.

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  Randy Zimmerman
  5

  The White Rose team was very knowledgeable, professional, and provided responses in a timely manner. We are much more educated about our financial future now after our meetings with Pete and Aaron. We would highly recommend them to anyone in need of professional advice and services regarding your financial position and financial future.

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  Rachel Jennings
  5

  I recently switched jobs and was unsure of what to do with my 401k. I talked to Aaron and his team at White Rose Wealth Management and they were easy to work with and they helped me set up my own retirement account. They were professional and very helpful, highly recommend!

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  Debra Cyrus
  5

  Very professional company! I feel like Aaron and Pete care about me as a person, not just as a number. I’m not afraid to ask questions and know they will respond quickly. Highly recommend working with White Rose Wealth Management!

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  Mark Boyer
  5

  I have worked with Pete for over 5 years. His honesty and trustworthiness have enabled me to be at ease with my investments knowing they are in good hands. Above all he is great to work with.

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  Mike Woodring
  5

  Pete is terrific to work with. Good listener and attends to all your needs