Coordinated Wealth - Easton (PA)

5 /5 Wendy Davis: My husband is approaching retirement and, as most people do, felt the need to make sure all of our financial ducks were in a row. We had not had good experiences in the past with financial advisors and needed to talk to someone that we felt we could trust. Enter Louie Tita. From the beginning, Lou went above and beyond to explain things and help us feel comfortable. He has been an incredible resource and has tremendously put our minds at ease about our financial situation and retirement. He is not just an advisor, he truly cares about the people that he works with and that caring is matched by his level of experience and expertise. We would highly recommend Lou to anyone looking for advise in the areas of finance and insurance!!!

5 /5 Jim Courtney: Louis Tita and Coordinated Wealths team have been helping me plan for retirement. They provide expert advice with honesty and integrity. Lou makes sure my wife and I understand the plan every step of the way. I highly recommend Coordinated Wealth.

5 /5 Rodnique Koonce: Coordinated Wealth is a prestigious company and their employees go above and beyond for their clients! My husband and I had the pleasure of meeting Louie Tita 6 years ago and have been working with him ever since. Louie helped us save thousands! He enlightened us on different types of wealth strategies. He even helped us with the financial planning aspect of our business. This is the first Financial Firm that I worked with that truly cares about their clients. They have integrity and theyre very informative. I would definitely refer them to everyone!!!

5 /5 David Krem: My wife, Christine, and I met Louis (Lou) Tita several years ago. We formed an immediate bond with Lou who had become a trusted member of out family and a confidant who has provided us with excellent advice, tempered with a knowledge that our best interest comes before anything else. Lou treats us like members of his own family and guides us like a son would guide his parents in making important decisions. Anyone who is seeking a secure future for themselves and their loved ones absolutely should sit and speak with Lou. You may find his equal but you won’t find anyone better to work with as you move toward the rewards of retirement.

5 /5 patrick cardone: Louis and his team at Coordinated Wealth helped my wife and I strategically plan our retirement and invest our finances to meet our future goals. Louis and his team are very professional and dedicated to their clients needs above their own. Louis has made himself available to answer any questions I might have. My wife and I are new clients of Coordinated Wealth for six months and I highly recommend them for any future or present financial Planning you may require. Patrick Cardone