Coordinated Wealth - Easton (PA)

Sam Kernion We had a fantastic experience with Princeton Financial in purchasing our home. This was our third move and the prior two times faced issues with lack of attention, false promises, and overall poor performance. Gayle Thomas and Princeton Financial completely reversed that trend. They provided a fantastic rate, locked it in, and overall provided a responsive level of service. There was a level of care that was not present in the prior purchases. We felt like more than just a number to them and, importantly, the level of care did not drop off after we had committed to them. Even well after the closing we had a question on the mortgage and Gayle was again very responsive. I strongly recommend Gayle and her team.

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!

John Swarney Thank you you for your help

Rick Brocious The associates are great and explain the policies thoroughly.