LPL Financial - Pottstown (PA)

John shirey Friendly, professional staff who makes every effort to recognize and acknowledge members by their first and last names. A great place to do any financial lending and saving!

Chad Woodside Great people with a wealth of knowledge. The agents help you plan for retirement, and make suggestions/recommendations in areas you may not have considered. Very responsive as well. Would highly recommend!

George Rogol My wife and I have been working with Ayad to manage our financial planning since 2016 when he was with another firm. When Ayad moved to Wealthcare of the Lehigh Valley, we moved with Ayad. We did this because Ayad has earned our trust. Trust is crucial in choosing a financial planner to work with. Through our interactions with Ayad, we became confident that his knowledge of financial matters is substantial, that he absolutely looks out for our best interests, and that he is completely honest in dealing with us. We appreciate Ayad and the integrity and expertise he provides us. We would recommend his services without reservation.

Christian Newcomer Andy Sedora took the time to listen and understand my goals. I’ve never had a financial planner actually talk about how to get where I want to go with my money. Great guy, Great service.

Jason Reynoso I had the best professors. They really wanted me to succeed and be able to learn. Class of 2020, Architectural Engineering Program.

Mike Anzalone Cant say enough good about Steve and Mike at North River Wealth Advisors. The personal touch delivered by both make you feel like you are a part of a family, not some large firm looking to get as much out of you as possible. North River Wealth Advisors treat each client with great care and are truly looking out for the best interest of the family. I have referred many friends and family to work with them and will continue to do so.