Great Lakes Insurance Services Group LLC - Warren (PA)

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.

Bonnie Speelman Dylan and Mike went above and beyond to get us into a new car. We are forever thankful for their kindness and caring personality. Great experience all around. Thanks again, Bonnie

Kelly DiSciullo Ron is awesome. The only person I’ll ever let do my taxes!

Wesley Christy I stopped to look into opening an account with United Bank and everyone that I spoke with was very knowledgeable and helpful! Highly recommended them!

SSG Follow-up review. The Pgh office staff went out of their way to help me find the person and contact information I needed. Pgh office people were very friendly and told me to call back if I did not get results at the main office. When I did reach the person I needed she also was very friendly and helpful. Thank you Pgh staff!! Much appreciated! The main office where our account is handled is not giving us information we request. They arent even answering our emails.

Heather Manges John is trustworthy and cares about your financial future.

Richard Garrett II I Love Banking Here They Are The Best Employees Are Wonderful, The Staff Is Great. And I Would Recommend Anyone To This Huntington Bank In Neshannock Township And Downtown New Castle PA,