LSAFINANCIALGROUP LLC - Bethlehem (PA)

Amanda A Working with Guardian Planners has been a truly refreshing experience. Their focus on Tactical Asset Management sets them apart in a field often dominated by automated, passive approaches. What I appreciate most is their hands-on approach to portfolio management, which prioritizes not just chasing gains, but actively avoiding major losses. This strategy gives clients a sense of security, knowing their investments are constantly being adjusted based on real-time market conditions. Charles W. Johnson and his team are highly professional, transparent, and always eager to provide clear, actionable insights. If youre looking for a financial advisor that values both growth and protection, Guardian Planners is a standout choice.

Dan P Chad and Chris are awesome guys to deal with They are always quick to help as well as their staff. They treat you like family which is awesome. I highly recommend them!

Debbie LaNasa Everyone is professional yet personal. I appreciate learning my options for retirement and moving forward. With their help, your goals are attained and you feel confident about the future.

Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!

Pat Mock I would advise any one dealing with Raymond James or Fred Thomas to have any and all communication with them documented preferably email because they will do the best thing for themselves not what they are told to do .best advice is to get away from both of them. Get a honest company and a good adviser

Susan Katz The Coluscis are extremely knowledgeable and a pleasure to work with. I recommend them to anyone who has a need for a financial plan. They have really helped me to understand a need for life insurance and saving. I cant say enough good things!!

Angelina Dailey I have never been to a Huntington and had a bad experience. Ive been banking with them since 2012, I got my husband to switch to Huntington when we got married, they have made every experience effortless. Ive always had great customer service at each branch.