Family Financial Solutions - Sewickley (PA)

Gina McCarthy Amazing to work with!

Chas Brun Awesome experience! We played a lot of email tag, and I’m sure by the end she was over our bank statements lol! But, I would highly recommend! Super informative and helpful!

Lovanda A. Brown Worked diligently to help us get our first family home. Very well done and I cannot thank Joe Pierce enough for all of his hard work and for connecting us to the right team. Thank you to all of you over at AmCap!

David Ziccardi This is not a bank, folks. So don’t expect cash transactions. Sheesh. I visit this office at least once a month to deposit money using CHECKS. Transactions are always handled quickly and accurately. I have several accounts. My advisor at this particular office has always taken the time to explain various options to me and complete purchases quickly. If you are upset about losing money, perhaps you should consider lower risk investments.

Elizabeth I am so greatful for Lendmark. They helped me to get a loan on car with a lot milage, that some other institutions refused to touch. Robin helped me out alot. She was really patient and detailed in all her explanations of my loan. However I must yell you, that their interest rate is a whopping 26% no matter how good your credit score. And as a result, i am paying off an additional $4.000 more on the loan. But i really wanted my car. .So it worked out for me. .

Jamie Fines people for having ice on their sidewalks, when theres no salt. Smh 0/10 bad governing.

Gillian Springer I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.