Joe Zappia, CRPC(R) & Team - - Fiduciary Advisors of Altoona - Altoona (PA)

bubba wil Best place to get whatever you need from money to paying your bills the staff is very friendly always nice and helpful

Amelia Conway The advisors here are knowledgeable, but their affiliation with LPL Financial means high fees, layered costs, and low transparency. After digging into my accounts and understanding how much I was really paying, I moved my money out. You’re almost always better off doing DIY investing with platforms like Fidelity, Vanguard, or even Robinhood, rather than giving away a percentage of your portfolio every year for advice that may not actually serve your best interest. If you do go with Lehigh Valley Investment Group, ask directly and specifically how your advisor is compensated. That includes AUM fees, commissions, and revenue-sharing from the products they recommend. Don’t just take “we’re here to help” at face value—follow the money.

Marie Obley Great family . I miss besse and Barney and even Courtney. But bill and Barry have kept it going and Besse wont be disappointed proud. Go there you wouldn

Candy Frey Here is a shout out to Sue, who works behind the scenes. She is so helpful with any claims you may have. She helps the agents be able to do their jobs. Answering phone calls, helping with what can be a stressful time dealing with accidents, etc. I went to an appointment there with my mom. The agent was helpful and professional and took time to answer our questions. I recommend this agency. They have served us well for decades.

Adam Ginocchi Quality, professional service.