Lendmark Financial Services LLC - Williamsport (PA)

Jean Gaertner Very helpful for investments. A Christian atmosphere and they treat you like family!

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.

Ian Hopkins The Shultz dealership made my part simple as they picked my car up while I was at work, changed the oil, rotated the tires, and checked the fluids, and then returned the car to the parking lot. I highly recommend their service.

Barbara Taaffe Wonderful service.!!Mr Macklin is well vise in the insurance. Highly recommend him!!!