Edward Jones - Financial Advisor: Daniel Finnegan, CFP® - Lebanon (PA)

Amanda Fenstermaker I’ve had a great experience working with Strategic Wealth Alliance Group. The team is knowledgeable, transparent, and truly takes the time to understand your long-term goals. They don’t just offer one-size-fits-all solutions — they craft a strategy tailored to your needs, whether you’re planning for retirement, investing, or managing risk. Communication is excellent, and I always feel informed and confident about the decisions we’re making. If you’re looking for trusted financial advisors who are in it for the long haul and treat you like family, Strategic Wealth Alliance Group is the way to go!

Kayla K This Is my favorite branch out of them all!!!!! I will only go thru them unless Im out of town. I recommend northwest to everyone. I rarely have issues and when I do they will help you fix the issue in a timely manner..they do need some help on some days.

Carol Waldeck Bill Mahan is an extremely intelligent and experienced Financial Advisor. After having gone through a totally frustrating experience with a local bank trying to close an account my sister had after she passed away I contacted Bill regarding an account she had with Ameriprise. He reviewed the transaction and advised me what he needed to take care of me. We met at his office and he immediately handled the transaction. Explained what we had to do and prepared necessary documents. Everything was mailed in and he helped me send in the finishing documents. His staff is friendly and also very efficient. Ameriprise and Warren is lucky to have him.

Tim Tomko “We’ve had a great experience with Capital A. Their service is top-notch, and it’s reassuring to know they have an office close to home. Communication has always been clear and consistent—they keep us informed about what’s going on and ensure we understand our options. We believe their investment strategy is solid, and they genuinely seem to have our best interests at heart. It’s a relief to work with a team we can trust. Highly recommend!”

FireBoy153 Im not a bank person but this one has some really good employees. Always helpful and friendly compared to the other ones in town

Dave Shaffer Very professional, knowledgeable, and responsive. Mike does a great job of explaining the particulars so you can make informed decisions with your assets. I would recommend Yocum & Company and specifically Mike Valudes to all my friends...