Fulton Financial Advisors - Lebanon (PA)

Jes Klarlund I am not in accord with the low ratings posted here. I have started taking my pension and I was completely happy with the assistance of this office.

L C Gabriel Gallagher helped me with my 401k rollover. He places a high importance on clear communication and expectations. Glad to have him and on my team!

John Diego I’ve been working with David since 2006 and couldn’t be happier with the guidance he’s provided. He takes the time to understand where I am in life and has consistently recommended investment funds that suit my age, goals, and lifestyle. David is always quick to respond to questions and his advice is thorough, clear, and professional — exactly what you want from someone managing your finances. If you’re looking for thoughtful, personalized financial planning and investment management, I highly recommend Antonchak Financial — they’ve earned my trust over nearly two decades.

Zadok Motor Freight They do a good job here. Harold Newton is very smart and straightforward.

Andrew Franco If you need financial advice, I highly recommend Dan Maloney! Dan really knows his stuff, and made the usually stressful process of creating a financial plan quick and easy!

Mike Anzalone Cant say enough good about Steve and Mike at North River Wealth Advisors. The personal touch delivered by both make you feel like you are a part of a family, not some large firm looking to get as much out of you as possible. North River Wealth Advisors treat each client with great care and are truly looking out for the best interest of the family. I have referred many friends and family to work with them and will continue to do so.

Cynthia Perotti My husband Jim and I have been with the firm for many years. Thru the early years, Neal was our go to guy. Whatever questions or concerns we had, he always put our minds at ease. We can’t say enough about his professionalism and also caring that he treated us with. In many ways we felt like we were his most important people. Since Jim’s retirement, we have met more people. Most recently John McGowan. We had a wonderful conversation about our investments, but also a great time talking about our families with each other. We shared many laughs with him. It just made the whole call we spent together enjoyable and informative. Also, thanks to Nicole, who has reached out to us, we appreciate her helpfulness in further solidifying our relationship that Neal established all those years ago. We have been so blessed by the help and concern that they have showed us thru the years. Thank you!