Sky Financial Services, Inc. - Center Valley (PA)

Amelia Conway The advisors here are knowledgeable, but their affiliation with LPL Financial means high fees, layered costs, and low transparency. After digging into my accounts and understanding how much I was really paying, I moved my money out. You’re almost always better off doing DIY investing with platforms like Fidelity, Vanguard, or even Robinhood, rather than giving away a percentage of your portfolio every year for advice that may not actually serve your best interest. If you do go with Lehigh Valley Investment Group, ask directly and specifically how your advisor is compensated. That includes AUM fees, commissions, and revenue-sharing from the products they recommend. Don’t just take “we’re here to help” at face value—follow the money.

Lynn Goldfarb I found the practices of this operation to be deceptive and dishonest. They represented themselves as a division of Fulton Bank (their office was located next to the Royer Dr, branch of Fulton Bank). In fact, they were Raymond James. They told me they would purchase treasury bills for me for free. I opened an account, believing they were Fulton Bank, but when I later contacted them to buy T-bills for me as agreed (and learned they were really Raymond James) they refused to buy the T-bills for me. They wanted to sell me something else they could get cut of. They said had a "fiduciary responsibility" to only make transactions/investments that were in "my best interest" That is to say, in their best interest. Bait and switch at its worst!

Matthew Orosky Toad helped me out when I was in a tough spot. He is a decent man who among some of these reviews doesnt cast a good shadow. Well, you maybe got upset because you didnt get what you thought you should. Dont count Toad out because among popular belief the man has a heart and a buisness to run. Every good buisness man has to have thick skin my friends. Give him a chance. He is in Beaver FALLS. Tons of great stuff for sale at good prices. Remember he cant give his stuff away. Can you possibly imagine what he endures everyday? The b.s. he has to deal with. I wouldnt want his job. Bottom line my friends the man is human and will work with you fairly. Good job Toad!!!

John Ritchie Friendly, professional, and experienced. I wouldn’t want anyone else advising me and would highly recommend them to anyone.

Kat White Spoke with Attorney Grabiec at length & he was very knowledgeable about my issue. I was very pleased with the outcome of the conversation. There was no fee for the consultation. I would highly recommend Attorney Grabiec for your needs.

Ifan Park Their straightforward process and friendly service were just what I needed when I was in a financial bind.

Michael Kull Will be closing my accounts with this joke of an institution. The trouble of changing my direct depost to my other bank, will be MORE than worth it. Some of the most unprofessional people I have dealt with. Been a long time coming, but today was the straw that broke the camels back. Cant wait to say "good riddance."