Meridian Financial Associates - Wilkes-Barre (PA)

Donna It was an absolute delight to work with Concierge Financial Advisory. Constance Craig Mason is the consummate professional. Constance explains everything in a clear and concise manner. She genuinely cares about you as a person and wants to ensure you have a sound financial plan and legacy for your family. If you are looking for someone to assist you in your planning process do not hesitate to contact Concierge Financial Advisory. You will not regret it!!!

Bond Monee I’ve been working with this company for over 2 years now and no other Provider has been more consistent. The main thing I love is that I have a live rep I can call or text if any issues with a line posting but they as always on top of everything and make sure all lines post. The customer service is excellent!! I had nothing but great experience with BNB and my rep Dave! Thanks guys keep killing it

Jen Fay We have used Lisa and her team for several years to do our taxes. She is efficient and well versed in tax law.She is quick to respond to questions and goes above an beyond. She assisted us with an audit by the IRS after filing and helped us fill out necessary paperwork. We moved 3 hours from where her business is located and continue to still utilize her services.

Mickey Hornack These folks are All Star 1st team providers.

Lauri Cockrell Jeff and his team have been great to work with. His knowledge and expertise makes working with VIP well worth it. If youre looking for a true professional, I highly recommend them!!!

Anthony Detweiler Great experience for over the last 10 years. Eric and Cheryl are great to work with. Honest and straightforward is what comes to mind to describe them. Enjoy the advice and appreciate the efforts on their part.

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.