Concierge Financial Advisory - Harrisburg (PA)

Brian Tabb I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my childrens future education—something that gave me real peace of mind. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates. He’s not just a financial advisor; he’s a true partner in helping me chart a secure path forward.

Linda R I can’t say enough about how awesome this company is! I love working with them! They are responsive, professional and have helped my small business tremendously!

Lawrence Lang Great customer service right off the bat. Very open floor plan. Doesnt feel like a bank. Might be switching. Dude was telling me about some good rates of CDs. So thats good.

Anthony Detweiler Great experience for over the last 10 years. Eric and Cheryl are great to work with. Honest and straightforward is what comes to mind to describe them. Enjoy the advice and appreciate the efforts on their part.

Jason Reynoso I had the best professors. They really wanted me to succeed and be able to learn. Class of 2020, Architectural Engineering Program.

Brian Hendren We have been doing business with Ifft & Palmer for over 15 years and they are simply the best! Upper management takes the time to learn your business in order to make sure they are offering the best products possible. We deal with Bev and Rena on a regular basis and their response time is unmatched. We could not be happier with their service. Highly recommend.