Gentlestone Wealth - Ameriprise Financial Services, LLC - Easton (PA)

Beth Salamanca I’ve been with Mike Glovas, Morgan Stanley Easton Branch since mid-2022. It’s been a profitable relationship and I’m grateful to have such a superb financial advisor/team. The MS online platform is comprehensive, and user friendly. The staff is highly responsive. And Mike himself not only manages a great team, but also calls me regularly to update me on my account/see if I need anything. Proactive, trustworthy and highly skilled, Mike has upped my portfolio significantly. I have great peace of mind knowing my assets are in Mike’s capable hands.

April Papson I really enjoy working with Family Wealth Management; they make it clear they are on my side to ensure I’m ready for retirement in all aspects that can possibly impact my finances. It gives me peace of mind knowing I have a good plan for retirement in place. I also love that their online tools keep me connected to my funds and know what’s going on. Financial planning can be daunting, but it doesn’t have to be when you have the knowledgeable professionals like Family Wealth Partnership in your corner.

Tina Cunningham The expertise of John Coleman and his assistant Lisa are exemplary. They were extremely astute to my needs and treated me with the utmost respect. Upon entering the office my husband and I were warmly, sincerely greeted by the front desk executive who ensured we were comfortable while waiting to meet with our financial advisor. The entire process of meeting with our financial advisor John Coleman was very comfortable and I would highly recommend him and his assistant Lisa to anyone for financial management and investment planning. Extremely trustworthy and knowledgeable.........

Ian Hopkins The Shultz dealership made my part simple as they picked my car up while I was at work, changed the oil, rotated the tires, and checked the fluids, and then returned the car to the parking lot. I highly recommend their service.

Minner Rob (110car8s) I went here to get a financial advisor about 3 months ago and so far it seems to be going pretty well. This is all new to me, but Ive been doing good with my investments that I have. So well see what happens?

Bob Abreu Senior Financial Advisor with years of experience. Sean and Team at Atlas have a great client focused approach. Great market and investment communication skills. Providing solid knowledge of markets and benefiting ancillary products.

Richard Joseph The most helpful insurance company Ive ever dealt with.Great customer service. Clear about pricing and no hidden fees. I would recommend this to anyone of my friends or family.

Aaron S Both of my wifes parents passed away in December 2020. The Second Half Coach went to extraordinary lengths to see that we received the money that was left to us. The are very professional, and came up with out of the box solutions to overcome complex will/trust issues.