Eardley Financial Agency, LLC - Hollidaysburg (PA)

Marie Eckerd We have had nothing but the highest attention to detail to manage our financial picture. Couldn’t be happier with their service.

Michael Maknojia Hung up on me 4 times.. smfh. Was just calling to inquire about investing more money with my fiances money that was already there . Not by choice. Thought that was real unprofessional... Typical financial institutions tryin to hold your money...makin more off your $$$

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.

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.

Jackie Marie I have had to live on $75: a week , it took me literally from Dec 1 , 2023 to April ,2024 of me asking over and over for my money to replace my broken phone they do take out a fee of my money to mail me a check I do not get any statements of what I have each month . Thumbs up it was impossible to receive a call back from them leaving messages upon messages somehow I ended up not having anything saved through this whole time I have been trying to play catch up with groceries personal needs etc since day one until this day September 20 but recently here for the last couple months didnt call backs had been awesome usually the same day or the next day I will receive response get money has become so much easier I have been able to call them tell them what I need how much and they have sent the check out that day or if not by the next day so they have been more enjoyable and more easier to work with so I have to give them a higher. There are still a little something that need to be worked on getting statements each month for how much and where my money being spent how much is saved but I do have a lot less complaints towards them I hope they keep on improving and doing a better job . I do not give a statement saying where my money went what bills are paid what they keep up for me I have requested all months since and was expressed she couldnt I honestly think I have not proven yet I am in the process that money of mine is missing it doesnt add up right .