Keystone Financial Management - Nazareth (PA)

Alicia Adams My 14 year old son and I went here today because my son was looking for a starter electric guitar. Fernando Was awesome. He took the time to talk to my son about his future and give him some great pointers On life. A lot of people don’t talk to teenagers but Fernando talked to him with respect and also gave my son a really great deal on the guitar. I just thought his customer service and overall kindness deserved to be mentioned. My brother was with us who is a long time musician. He thought there was a good selection of musical instruments, and the prices were very fair.

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.

Carol Lukas Have been a client for many years and have complete confidence and satisfaction with the company, have done an excellent job with my investments.

Stacey Nebinski This was my first time using the credit union for a loan to be able to purchase a travel trailer. This was the best experience Ive ever had. Friendly and very helpful staff. I could not be more pleased with how the process went for me! Easy and fast! I would highly recommend you guys to all my friends and family! Thank you so much for your help!

Jackie Beem Chris is an experienced financial advisor who is passionate about his work. He has maintained a personal relationship with me and inspires a real sense of confidence and trust. Because he has taken time to get to know me well, he is able to take a holistic approach when considering options for my financial plan. Chris has a deep knowledge of financial concepts and encourages spending time with me throughout the year to keep me updated and answer my questions. I have recommended Chris’s services to family and friends, all of whom are very satisfied.

randy clapp We have worked with the Corry Federal Credit Union on multiple loans over the years and always have a good experience. They often can beat the rates of larger banks and cut out unnecessary fees. Sarah Kusiak is a knowledgeable and very helpful loan officer that will guide you through the entire process. I would highly recommend using CFCU for all your banking needs!