OHagan Group - Bethlehem (PA)

5 /5 Allen Walker: I have been a client of The Ohagan Group for more than six years. They are absolutely the best in the business. My financial advisor, Greg Holland, is a consummate professional. Unlike advisors at other financial management firms, Greg really takes the time to understand my financial goals and objectives. My portfolio is actively managed and rebalanced on a very regular basis—unlike other firms who just dump my money in a mutual fund and let it stagnate there. I give The Ohagan Group my absolute highest recommendation; if I could give them six stars I would!

5 /5 Tom Miller: The O’Hagan Group is the finest group of individuals I’ve ever dealt with! They’re professional and caring in all facets of retirement planning and wealth transfer planning. Always ready to answer any questions I might have. I have known John O’Hagan personally for many years, and he’s always had my respect for the way he handles the business and interacts with people. I always feel like family whenever I call the office and with whomever I speak with there! An outstanding company!

5 /5 Scott Roman: Everyone at the O’Hagan Group has been wonderful. They take the time to answer all your questions no matter how minor they may be. They take the complicated and make it simple, make confusing things clear. They explain retirement, social security, investing, tax implications, wills and trusts, you name it, they can do it. But it’s not crazy complicated the way they present everything. Heck, even I could understand it. It’s really simple, The O’Hagan Group takes care of all your financial questions and needs. We could talk about rates of return or things like that but for me it’s the peace of mind knowing my wife and I are covered. If anything happens to me, my wife’s first call is to John O’Hagan.

5 /5 James Kuehl: The OHagan Group is by far the best financial group I have ever worked with. The group of professionals are always kind, courteous, professional and treat you like you are the most important person/client on earth. Managing my retirement extremely well is only one of the many benefits of the OHagan Group. ABSOLUTE TOP NOTCH ORGANIZATION!!

5 /5 Steve Turnquist: The best group of professional people in money management! John is one of my most trusted friends. My account has went up every year thanks to him. Well worth the cost