Cascade Financial - Montoursville (PA)

Diane Ruchka My parents (God rest their souls) and I have been dealing with Micky at Penn financial for many years. His expertise has my accounts growing and safe. He listened to my parents concerns and needs and at end of their life everything was handled professionally and timely. I highly recommend meeting the team I don’t think you would be disappointed.

Trish Dilbone I went in to resolve an dispute on my account and staff are very helpful. Colleen the manager was also very kind and suggested I come in person to do my dispute. I really like the staff at this branch. Thank you

Gregg McManus Kylie worked really hard in search of every knot plaguing both my back and shoulders. She was great and would absolutely recommend her.

Thomas Navarro Excellent experience dealing with Mike & Gina !! From day one, Mike asked all the pertinent questions to understand my needs. He followed up with several plans based on my needs.They treated me like family, and it made me feel SPECIAL!! I would highly recommend Mike and his group !!

Amelia Conway The advisors here are knowledgeable, but their affiliation with LPL Financial means high fees, layered costs, and low transparency. After digging into my accounts and understanding how much I was really paying, I moved my money out. You’re almost always better off doing DIY investing with platforms like Fidelity, Vanguard, or even Robinhood, rather than giving away a percentage of your portfolio every year for advice that may not actually serve your best interest. If you do go with Lehigh Valley Investment Group, ask directly and specifically how your advisor is compensated. That includes AUM fees, commissions, and revenue-sharing from the products they recommend. Don’t just take “we’re here to help” at face value—follow the money.