Kevin Bannon - Financial Advisor, Ameriprise Financial Services, LLC - St Marys (PA)

Gillian Springer I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.

Denise Lewis The reps are knowledgeable and willing to help you with whatever issues you are having. They are very friendly you feel welcome when you walk in. Like family.

Lee S. Completely misleading! They aren’t associated with the ‘Wells Fargo Bank’ or ‘Wells Fargo Mortgage.’