Monocacy Wealth Partners - Bethlehem (PA)

Kimberly Talbert Have went there for years, Mikki usually does our taxes and have had no issues. All the employees there are nice and Lloyd always stops by and checks in on us to see how we’re doing. Great bunch of prople

CoDy Smith Very easy to work with Carla had everything completed quickly.

Larry Never a problem, the girls are hard working, curtious, and very friendly. Look forward going there.

Rob Tloczynski Had a house settlement in FLORIDA. And it wouldnt never happen if it wasnt for branch manager Matthew Atchison and staff ( Candid Bensinger) they went well beyond they professional duties and V.P. Mary Lowe they made me feel like family ... Luv Fulton Bank

Eire Girl When you run a business, you count on your bank to offer assistance when its needed. At our previous bank, we didnt have that. At First National, we do. I just spoke with Dawn, the branch manager at our local branch and she not only answered my questions, she also proposed several options that would help our business assure we arent going to be scammed. Thats what I count on in a financial institution, taking an active role in keeping the customer safe. Im very happy that we switched banks and went with a branch that is local and recognizes the needs of their customers.

Tony C We officially started with DB Root in March 2023, and we could not possibly be happier. We were referred by a family member and only regret not starting sooner. Jeremy, Taylor and Jody have been gracious, responsive and thorough. Every question weve had (which have been many) has been responded to quickly and again, thoroughly. My wife and I lost our jobs at the same time and there was a lot of uncertainty...what to do with 401K, company stocks, etc. We were looking for guidance and instruction throughout the process and thats exactly what we have received. We look forward to a continued great relationship for years to come.

Cody Regan Sound financial advice tailored to your needs! Ive been working with this company for over a decade and they are easy to contact and set up meetings with. At the meeting you and your advisor set an investment plan based on YOUR needs. You tell them your goals and they work out a strategy to get you there. This company also recently helped my parents retire and helped set them up financially so the transition was easy. I would highly recommend Equitable to anyone on their financial journey. It doesnt matter if you are just starting to invest or are transitioning into a more conservative approach as you near retirement. These guys will take care of you.