Fortune Financial Services, Inc. - New Brighton (PA)

Bill Baughman Weve been a customer of this bank location for over 30 years now. Theres been numerous changes here over the years. But its still our go-to bank. I agree the bank is different than it was even 5 years ago, you dont get that welcome feeling in there you used to. I know theres not a demand for the psychical bank as much as before. But Ive been in PNC Bank (My Fathers Bank) due to his health condition. Long story short, I REALLY like my bank even the way it is over PNC any day...The poor customer service there and all of the extra charges they were applying to a fixed income elderly man. Shame on PNC Bank..

Lee Kauffman They feed me every year at the Holiday party!! Truly, they are a nice group of folks trying to help us guard our investments & lower our taxes to a fair portion! It’s a really great experience!

Venetia Waters I have been with this company since 1990. They are always professional.

David Ziccardi This is not a bank, folks. So don’t expect cash transactions. Sheesh. I visit this office at least once a month to deposit money using CHECKS. Transactions are always handled quickly and accurately. I have several accounts. My advisor at this particular office has always taken the time to explain various options to me and complete purchases quickly. If you are upset about losing money, perhaps you should consider lower risk investments.

Amy Lee People are friendly and personable here!

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.