M1 Auto Inc. - Uniontown (PA)

April Papson I really enjoy working with Family Wealth Management; they make it clear they are on my side to ensure I’m ready for retirement in all aspects that can possibly impact my finances. It gives me peace of mind knowing I have a good plan for retirement in place. I also love that their online tools keep me connected to my funds and know what’s going on. Financial planning can be daunting, but it doesn’t have to be when you have the knowledgeable professionals like Family Wealth Partnership in your corner.

Chris Best experience of my life. 1000% trust this place to help my wife and I plan best for our futures. Cant start too early

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.

Kenneth Hopton This was our first time utilizing " Phillips Accounting", and must say that our experience was noting short of fantastic.!! Taxes were completed expeditiously, along with impeccable service. A MILLION THANKS!! Best, Kathy & Kenny Hopton

Michael Maknojia Hung up on me 4 times.. smfh. Was just calling to inquire about investing more money with my fiances money that was already there . Not by choice. Thought that was real unprofessional... Typical financial institutions tryin to hold your money...makin more off your $$$