Financial Essentials LLC - Butler (PA)

Seth Caton Great accounting firm - theyve helped me learn how accounting works and Im able to give them what they need for each tax season much easier. Helpful guidance all the way!

Ashley Wagner Shout out to my boy Art! I went to this branch to get a new debit card made. I was in and out within 5 minutes. Art was very pleasant and is the true definition of professionalism. 5/5 stars for Art! Highly recommend!

Margaret Musselman I had a very nice visit with Linda and Kelly. They explained my banking options clearly. They were nice and very welcoming. I look forward to banking with Fidelity.

Joanne Anderson Alison is fabulous! Caitlin is such a warm and welcoming person. Lindsay was great with me on the phone-so accommodating! And of course Dan is great he created an amazing company. I trust them to the fullest as they always have time for me. So happy we made the choice to work with them!

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.

Carole Sutryn Lisa is an absolute ANGEL !!! I called, had problem with Merrill EDGE, but she still said she could help. I came in, met Lisa, AND she handled EVERYTHING AND MORE! AND all within a 1/2 hr. She is worth her weight in gold!! So nice to find an employee that actually CARES about others! God bless you all and Merry Christmas!

Sexy This branch have a real nice staff & they are quick & get you in & out. Keep up the good work

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.

Melissa Howard Does not keep his word about finishing and sending what you need done.