Chase Bank - McKeesport (PA)

Leo Mclaughlin Was impressed with the dedication and service shown by Joe Talarico in providing the vehicle insurance we needed. With the cost savings we were able to get home protection too. Definitely a company we will be staying with for a long time.

John Walls We have been using the Weidner Financial Group for the past 18 years, we started off using them for our health Insurance needs and then they created and developed our 401K savings plans, and eventually they designed a Defined Benefit plan and our "Key Man" insurance / retainer bonus plans. I cant recommend them enough, they have always come through with great solutions whenever they were asked and they are always there to support them as well as you, the customer.

Adam Y. Went inside to teller to cash a check that was written from BB&T. Teller informed me there is an $8 FEE for cashing THEIR OWN check because I do not have any accounts with them. Then she asked what bank I use and that they would love to have me close my account with my current bank and open one with them. I almost laughed out loud. Interesting way to solicite new customers, by charging them to cash their own check.

Dan Kohler I am writing this letter to recommend John Bentley, CFP, for your estate planning, individual/family, and business needs. Bentley is responsible for monitoring key financial indicators and maintaining financial performance in accordance with the financial and estate plan, and he did nothing but an excellent job. Bentley completes assessing financial status and indicators, conducting market analysis, and completing cost analysis, ROI, among other things. He conducts extensive financial research and comprehensive statistical monitoring and analysis. His attention to detail and skill allowed us to achieve financial success, and he played a critical role in maintaining the growth of capital and developing financial planning tools. Bentley always provides valuable insights, financial recommendations and hedges. His work is consistently excellent, and therefore I recommend him highly. Regards, Daniel Kohler

Tanney Herlocher He is awesome! Very knowledgeable!

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.