Focus Partners Wealth - Reading (PA)

Mari Tirado I had the pleasure of working with Melissa from Globe Life American Income Division: Graham Organization, and I cant speak highly enough about her! She took the time to thoroughly explain the entire life insurance process in a way that was clear, detailed, and easy to understand. Her professionalism and patience made the experience so much more comfortable. Melissa really listened to my needs and helped guide me toward the best options, ensuring I felt confident in my decisions. I truly appreciate her dedication to providing exceptional service, and I highly recommend her to anyone looking for life insurance advice or assistance. Thank you, Melissa, for making this process so smooth and hassle-free!

Anthony Detweiler Great experience for over the last 10 years. Eric and Cheryl are great to work with. Honest and straightforward is what comes to mind to describe them. Enjoy the advice and appreciate the efforts on their part.

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.

Jeff Click Geo Ken must be confused with how rating an office works. Tom has been my financial advisor for years. He walks me through the entire process of what is happening with my money and explains everything in detail so I can understand what Im doing. I now live in a different state, but Tom has been great to me, so I will be keeping my money with him and Edward Jones. Thanks Tom!

Thomas Wand Numerous programs serving the community operate out of this facility, operated and/or supported by LTM. I volunteer with the tax preparation program, VITA. LTM deserves your financial and volunteer support.