Forte Financial, Inc. - New Brighton (PA)

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

Kimberly Pekarcik-Boyd Matt Moyer has been an amazing source of Financial Investment information and a great asset to the networking group that we belong to. He is down to earth, uses easy to understand language, and is great to talk to.

michelle Cox they are good

Art Berkovitz Keeps me in touch with what they think going to happen and why.

Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!