Marmaras & Smith LLC - Bethlehem (PA)

martin giles I have been associated with this financial management group for over 15 years, and could not think of a better financial advisory team. I was lucky enough to have been given a reference to Bryan K. at a time when I needed a qualified advisor and have never looked back. He and the entire staff at this Group have handled my account with the utmost knowledge, friendly and timely service, and above all, honesty. I have dealt with more than one advisor and/or broker in my life and have never been as satisfied as I am with Capstone, therefore 15 years of exemplary service! Highly recommended to help you achieve your financial goals without the smoke and mirrors.

Anna Ziegler Had to cancel because I lost my job and 2 months later they are still taking money out of my account and making me over drawn. Have called multiple times to get that money back and they have given me no response. If it was canceled 2 months ago I want that money back when I havent used your services.

Laura Phillips My law firm has been using Frank Palermo and his team for accounting and payroll services for two years, and weve always been very happy with their responsiveness and attention to detail.

Diane DenBleyker Weve been clients for quite a few years and continue to feel that we get personally service. Our financial goals are met and often go belong our expectations. I would highly recommend IAM Advisory!

Peri Kaplan Working with Shay has been life changing for me! She has helped me get on track to pay off debt quickly while establishing savings at the same time. She has taught me how to budget, plan and save. I am no longer living pay check to pay check. I highly recommend Shay!!

Joe Cable Wendy was awesome! Kind and courteous. Extremely helpful and quick. And a side note,. While I was there, I noticed some folks complaining while there for service. Make sure you have everything you need before you get there. If you don’t while you’re there, don’t blame the staff there and leave angry. I called them before I went there to make sure I had everything I would need. And patience is a plus. Thanks again Wendy!

Marie Domhoff Always a pleasure to see Mark and his staff!

Vivian Oaks Keeping track of our financials with Brian. He makes sure were doing ok and encourages us in keeping our money safe and growing. Brian is a great guy - so nice to work with someone we can trust to keep us comfortable in our retirement.