Keystone Financial Group - Exton (PA)

Jonathan Luft Jeff and Kim at Lehigh Financial Group were extremely easy to work with throughout the process of getting a commercial loan. They were communicative, professional, and helpful every step of the way. Would absolutely recommend them and look forward to working with them in the future!

d dou Without a doubt, I plan on returning to Trispagonas Insurance for their wonderful care to detail, customer experience, and overall pleasant nature. I contacted Tom for guidance about my mother’s life insurance needs as she approaches retirement. During our fruitful conversation, he provided me with a wealth of information and insight about life insurance and her potential options. Despite the fact that I needed to provide more concrete information, Tom was extremely polite and forthcoming with his support. So much so, that I mentioned wanting new car insurance. Within the blink of an eye, Tom set me up with a better plan (saving me hundreds/year while adding features) and with my permission cancelled my current car insurance, hassle free. I could not have asked for a better experience. Also, during our initial conversation I noted that some of the many upsides of working with Tom include his strong background in multiple insurance policies and financial planning. He is also licensed in multiple states and has the knowledge background to prove it. I absolutely plan on returning to Trispagonas Insurance for more services as it can be hard to find an earnest, hard working individual such as Tom for these types of services. Thanks again Tom!

Lorena Modesto The store has a great environment, with stunning costumer service helping the Brazilian community and others.

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.

Lori H We really wanted to look forward to retirement, but navigating healthcare costs, estimating future financial needs and taxes was daunting. We have done a lot of great planning, but couldn’t shake the thought that it might not be enough. Then we met Andrew at Thrive Financial Services Just minutes into our first meeting, we knew we were in expert hands. With ease, he assessed what type of retirement we desired, reviewed our present situation and quickly detected areas of missed financial opportunities that we could correct. Thanks to Andrew’s exceptional knowledge, commitment to fully educating his clients and genuinely caring personality, we are no longer worrying about the future and enjoying today!

denise thompson Fantastic experience!! Exceeded my expectations!! Got the loan I needed, more than I expected to get!! I was told that funds would be available next day by 2pm, to my suprise it showed up at 6AM! The office had a comfortable vibe with team players that worked really well together. Keeping my best interests in mind, Mike Correia was absolutely awesome to work with. Hes personable, knowledgeable, professional, but easygoing. Looking for a loan?..Call Mike Correia!!!⭐️⭐️⭐️⭐️⭐️

Joshua Gorman Great communication and has always been available to answer questions. Very approachable and makes me feel like a valued customer.