Mariner Finance - Allentown
David Gottshall Karen was extremely helpful not only with troubleshooting issues with filling out the loan application, but also explaining in detail all questions that had throughout the process
2 /5 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.
