Michael Netznik - Financial Advisor, Ameriprise Financial Services, LLC - Allentown (PA)

Axel Foley My wife and I just had the pleasure of reviewing our current retirement planning with the folks at MTM Financial Group. Everyone from Susan who answered the phone to take our appointment to Daryl and Bill who met with us to review our status were courteous and professional. They advertise that any initial consultation is free and done as a courtesy and they were true to their word - not once did they try to commit us to any future obligation or sell us any services. Would highly recommend them to anyone.

LATONYA FELIX I being going to Darryl for 28yrs when he first started his business and I never had a problem with my taxing ..... DYV keep up with the good work

Christopher b Love the office space there!

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.

Carole Sutryn Lisa is an absolute ANGEL !!! I called, had problem with Merrill EDGE, but she still said she could help. I came in, met Lisa, AND she handled EVERYTHING AND MORE! AND all within a 1/2 hr. She is worth her weight in gold!! So nice to find an employee that actually CARES about others! God bless you all and Merry Christmas!