FamilyWealth Management Group - Beaver (PA)

Divine Heart I go here every week to cash my check there’s a pretty Spanish girl that works at the window she’s so sweet and down to earth

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.

Vern Plymire Great experience!!! Tried to deal with another Chevy dealer in Ohio that offered a great deal on the same truck, once I drove the 2 1/2 hrs. to their dealership to purchase everything changed on the deal didnt qualify for this or that so I said screw it and left. Was told from a friend to check out Crotty Chevrolet in Corry Pa. Couldnt ask for more friendly people!! Told them what I wanted in a truck and they actually got the same truck I went and looked at! Worked a deal I was happy with and no pressure. It was extremely nice to go to a small hometown dealer that was more about the customer than trying to double talk you. Shane Crotty did the sales, financing, and delivery of my new truck. This a definitely a class act dealership so if your in the market for a vehicle I would suggest checking them out!

MAURICE MYERS I had an excellent experience with Parker Financial Services, especially working with Brett. From the moment we met, he was professional, knowledgeable, and took the time to break down complex financial matters in a way that was easy to understand. His attention to detail and commitment to ensuring everything was handled correctly gave me complete confidence in his work. Brett went above and beyond to provide valuable insights and advice tailored to my needs. The entire process was smooth, efficient, and stress-free. If you’re looking for an accountant who truly cares about your financial success, I highly recommend Parker Financial Services!

Gary Welsh Vance Neal is the trusted financial advisor of my parents for many years, and has done well by them.

D. Wit Fantastic financial strategist. He explains financial paths you can take and the investments it takes to achieve your goals. It also helps that he makes it easier to understand for non saavy investors like myself.