AmeriServ Wealth & Capital Management - Greensburg (PA)

Joseph C Pagoda When our first Financial Planner considered retiring, he diligently searched for someone to turn his business over to. His efforts paid off wonderfully, he chose Forthright Wealth Planning. They became our trusted financial planners and we became their satisfied clients. We deal primarily with Anthony J Capristo, Certified Financial Planner, and Megan Grilletto, Client Services Assistant. They answer all of our concerns and questions, they are extremely responsive to our goals and needs, and those responses are certainly very timely. Once a year there have been meetings to review activity, goals, questions, and also just to get to know each other better. And now, they fully understand our financial objectives. Communications are very timely via email, text, and phone. If you have a question or concern, they are quick to reply, always available to help. Time after time they have gone over and above what we expected. We highly recommend Forthright Wealth Planning if you are looking for a Financial Planners.

Linda Benson My husband and I have been XPYRIA clients for five years. We have complete confidence in the way our funds are being managed. But XPYRIA is so much more than expert fiduciary advice. They helped my husband transition to self-employment and then to partial retirement. They regularly confer with our three grown children. When my father-in-law passed away at age 97, they helped my mother-in-law find the help she needed to settle his estate. Now my mother-in-law and brother-in-law are XPYRIA clients too, and they couldnt be more pleased. If you want to quit worrying and enjoy your retirement, call XPYRIA.

Deborah Correale Luckily for me I have not needed to use my insurance in a few years. Whenever I have had to talk to the people in the office or had any questions on my insurance they were always helpful and very nice. I liked being able to stop in when they had their Honesdale office and talk to them as well. It is always nice to be able to put a face to a name and a voice on the phone.

D. Wit Fantastic financial strategist. He explains financial paths you can take and the investments it takes to achieve your goals. It also helps that he makes it easier to understand for non saavy investors like myself.

John Tillman Great bank