Fennick Financial Services - New Castle (PA)

Raine H. I contacted Walter F. of Wealth Financial Services with an issue concerning home owners insurance. In a matter of hours, not days or weeks later, Walter resolved every issue and saved me over $3500 as an added bonus. It is hard to find trustworthy insurance agents, but my experience with Walter has made me a client for life.

Venus Ramos Monessen Branch is small but the ladies there are very helpful and quick.

Amelia Conway The advisors here are knowledgeable, but their affiliation with LPL Financial means high fees, layered costs, and low transparency. After digging into my accounts and understanding how much I was really paying, I moved my money out. You’re almost always better off doing DIY investing with platforms like Fidelity, Vanguard, or even Robinhood, rather than giving away a percentage of your portfolio every year for advice that may not actually serve your best interest. If you do go with Lehigh Valley Investment Group, ask directly and specifically how your advisor is compensated. That includes AUM fees, commissions, and revenue-sharing from the products they recommend. Don’t just take “we’re here to help” at face value—follow the money.

Bruce Walder Very professional and attentive to the customers needs

Rebecca Frank Staff are very knowledgeable, kind and good at their jobs. Id recommend this group to anyone. Our stocks are doing great. And whether youre deciding to purchase new vs used car, budgeting, savings for kids school, whether to do the high deductible insurance vs reg,etc. You name it financially, they will research thoroughly. Then get back to you quickly, kindly, and fully knowledgeable for you to make the right decisions. Thank you tru North for all you have done for our family.