Ryan Stephenson - Private Wealth Advisor, Ameriprise Financial Services, LLC - Kingston (PA)

Quaisha Moore Not sure why there is a low review but my experience with Lendmark was amazing . I give it a 5 star. Cathy was an angel. I applied for an auto loan and needed a co-sign however, they worked something out for me and made my process even smoother. Every piece of detail and information was well explained and if I still did not understand Cathy broke it down piece by piece. My application and closing process was a breeze and again any concerns I had was answered right away. I would 100% recommend to anyone that’s looking for a Lender. Cathy was amazing and I will definitely be a returning customer.

Gregg McManus Kylie worked really hard in search of every knot plaguing both my back and shoulders. She was great and would absolutely recommend her.

Charlene Goldberg I dont know what credit union Todd went to, but it was not the one located on Irene St. The staff there is always so helpful and just a great group of people. They have always gone above and beyond in their help and caring for their members. The lesson that I have learned, is too treat people the way that you would want to be treated. Maybe all people should live by that. Merho is the best

Jackie Beem Chris is an experienced financial advisor who is passionate about his work. He has maintained a personal relationship with me and inspires a real sense of confidence and trust. Because he has taken time to get to know me well, he is able to take a holistic approach when considering options for my financial plan. Chris has a deep knowledge of financial concepts and encourages spending time with me throughout the year to keep me updated and answer my questions. I have recommended Chris’s services to family and friends, all of whom are very satisfied.

Gillian Springer I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.

dean carter The Transition advisor Group is such a very knowledgeable professional service ....Im more than please to have the transition Advisor group give me not only great advice ,but to help me step by step put my retirement plan in motion

George Wood We go here every year and are never disappointed. In and out in 30-45 minutes, fair price to have someone else doing something that would absolutely drive me crazy. Great local business, glad to support them.

Wanda Jimenez Very professional and quick to help with my needs. Thank you!!!