Palmer Financial Services - Erie (PA)

Joseph C Pagoda When our first Financial Planner considered retiring, he diligently searched for someone to turn his business over to. His efforts paid off wonderfully, he chose Forthright Wealth Planning. They became our trusted financial planners and we became their satisfied clients. We deal primarily with Anthony J Capristo, Certified Financial Planner, and Megan Grilletto, Client Services Assistant. They answer all of our concerns and questions, they are extremely responsive to our goals and needs, and those responses are certainly very timely. Once a year there have been meetings to review activity, goals, questions, and also just to get to know each other better. And now, they fully understand our financial objectives. Communications are very timely via email, text, and phone. If you have a question or concern, they are quick to reply, always available to help. Time after time they have gone over and above what we expected. We highly recommend Forthright Wealth Planning if you are looking for a Financial Planners.

Thomas Heckman Been a member for over 30 years. Tracie and her team have been together for a long time and provide exceptional customer service.

Mollie Su After calling Monday morning (9:15) first checking online and saw that it said, "usually not too busy" at that time, I said I wanted to open a checking account and could I make an appointment. I was asked to be put on hold and there I sat...for over three minutes. Sorry, but it may not sound like a long time, but waiting for someone to help you out on the phone...it is...

Kim Reese Craig, Alex and Wendy all went above and beyond helping me when both of my parents passed this year. They didnt hesitate to help me with handling their life insurance policies and other insurance policies that my parents had with Patterson financial. I appreciate all the help they provided for me. I highly recommend Patterson Finacial for all your needs. Kim Reese- Shoff

Amy Lee People are friendly and personable here!

James Good Great old building

Derian C Juarez Taylor the agent over the phone helped me a lt finding th epolicy that suits me best