Lebanon County Assistance Office - Lebanon (PA)

Nettie Oakschunas I have been a member of CityMark for a few years. I have only ever worked with Alexis. Alexis is so incredible to work with- she always is helpful, knowledgeable, and works to get me the best rate!! She responds immediately to emails and I never need to wait for transactions to occur! Alexis makes the process so easy for the customer. If you ever need help, guidance, and/or information about the credit union, Alexis is your girl!! Thank you for all you do!! I appreciate you!!!

Allen Koehler Personalized attention, small class sizes with unique opportunities of a large research university.

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.

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

L C Gabriel Gallagher helped me with my 401k rollover. He places a high importance on clear communication and expectations. Glad to have him and on my team!