Peoples & Co. Private Wealth Stewardship - Allentown (PA)

Gayle Stahlman Excellent experience from the time I called to set up an appointment to the actual face-to-face to the application process for my new insurance. I highly recommend using Marley for your personal insurance needs. Cari was so helpful in finding the perfect health insurance policy to meet my needs. And I appreciate that I am not paying for things that are not needed or that go against my Christian values.

Sarah Anzalone Great service, highly professional and responsive staff that priortized my convenience. Susan Jaynes was able to thoroughly explain and create an HSA for me in record time, remotely. I am still impressed with how easy the experience was!

Ana Duran I was in need to understand and learn the Quick books online quick. I didnt have time to attend seminars. They offered the perfect solution I was looking for, a one on one training, in my office! Kristina one of the owners is wonderful and she knows her business! I recommend their services to anyone. They offer many other services related to accounting. Knowledgeable professionals with positive attitude always.

Titus Swan I Honestly Dont Know What Happened Here. I Was With FNG Before Key Bank Took Over. I Used This Branch Often Under The FNG Name, And Never had Any Problems. As Soon As Key Bank Took Over, The Level Of Professionalism, And Service Took A Huge Dive. I Always Felt Like I Was Bothering The Staff There By Just Making Simple Transactions. The Poor Service, And Bad Attitude Lead To Me Closing My Account.

Bob Beidler Brian was recommended to me over 15 years ago, just as he was starting his own independent business, and I have been working with him ever since. Brian has been instrumental in implementing my families financial goals and strategies. He developed specific plans for our childrens college funds, rolling over existing IRAs from previous jobs, starting new traditional and Roth IRAs for my wife and I, life insurance and long term care planning, plus he advises on my current 401k even though he doesnt have a vested interest in it. We have quarterly review meetings plus Brian is available at other times as well. Brian has high morals, values, and integrity. He has never tried to sell or push any investment or insurance products that werent in line with our needs. I would highly recommend Brian and Pathway Financial Services.

Bonnie Hoover A Winning Formula! Roseville Wealth Management Group is the place to trust for comprehensive care of all aspects of your financial future. Their expert advisors provide reassuring guidance and explain options patiently and thoroughly. We rely upon them for not only successful investment strategies, but also for their valuable expertise in tax preparation and various long-term care / health insurance needs. It is much easier to get a good night’s sleep knowing that our managers, Matt, Jeffrey, Alec, Jacob, Michelle, and Abigail, and the rest of the Roseville Management team have our best interests in mind.

Pete Swartz I’ve had such a great experience working with Cristina at Trumark. From the moment I walked into the branch, they went above and beyond to make me feel welcomed and supported. They take the time to really listen, explain options clearly, and always look out for what’s best for their members. It’s rare to find someone who combines professionalism with such genuine care, but Cristina does exactly that. I would highly recommend this branch to anyone—especially because of the outstanding leadership and service provided by Cristina!