Amy Nichols - Thrivent - Easton (PA)

Maicie Akers Elizabeth was extremely helpful in assisting all of my banking needs. She was very friendly and knowledgeable about my loan questions. I will highly recommend

Marcia Thompson The girls at Hermitage are always so nice, polite , helpful and very efficient.

John Ritchie Friendly, professional, and experienced. I wouldn’t want anyone else advising me and would highly recommend them to anyone.

April Stewart Thank you Jackie for making something so stressful so easy to understand. Jackie knows all her insurance stuff. So kind, smart and helpful.

Paul Plamondon My husband and I have been working with Spencer Harrison from McAdam over the last 4 months to piece together a reliable approach to investing our retirement funds. Spencer exceeded our expectations. He is knowledgeable, considerate, thoughtful, thorough, patient, reliable and an absolute delight to work with. He made the entire experience go from overwhelming to easily manageable. He listened to what we had to say and he and his McAdam team built an investment strategy that resonated with us and aligned with our stated goals and needs. I give Spencer Harrison and McAdam Financial my highest recommendation.

Chad McKee We have struggled for years about how best to spend and save money, while trying to pay off student loans that have outrageous interest accruing, even thought we mad payments and never deferred. We never could figure out the best approach and we were scared to act because we felt like we were just guessing at what we should do. Having young kids, our priority was to make sure we had enough money, so our student debt just sat over us like a dark cloud. We also didnt like the idea of giving someone money to tell us what to do with our money! We feared the fees would get us off track of our goals. Finally we decided to go with our parents advisors...the family referral discount was amazing and we felt like we could afford financially to try it out. This was the best decision we ever made. Greg, Scott, and Sarah are top notch. Scott listens to our worries and goals. He makes suggestions, but always reminds us that the power is in our hands to make decisions on what we feel comfortable with. Sarah is a wonderful communicator who is amazing at her job. We are thrilled to have Beratung in our corner!