Stifel - Greensburg (PA)

Timothy S My wife and I have been clients of Marion Wealth Management Group for about 15 years because of the following reasons: 1) They are a fiduciary with our financial interests paramount. 2)They are very accessible, promptly responding to all of our queries. 3) They explain the details of our investments in terms easily understood. 4) They are able to structure our investments to satisfy both my wife (conservative) and my (moderately aggressive) risk profiles. 5) At their website they have elaborate financial software analysis, reporting and forecasting programs. 6) Mike Marion, Managing Partner, Jeff Lott, Partner and their office staff are all very nice and pleasant to talk with. 7) We trust them and have achieved financial peace of mind working with them.

Catherine Panick We have been using CFG for many years now and Ethan has provided us with consistently high value financial advice through multiple life changes (home buying, relocations, career development, etc.). He goes the extra mile, being flexible and available to discuss our financial goals, anticipating our changing needs, and always having our best interests in mind. His strategic, proactive approach has given us every advantage to maximize our financial growth and plan for retirement. Being able to lean on his expertise has made managing our finances stress free.

Rachel Robinson I have always had excellent customer service and cannot complain.

leka uila I contacted this firm requesting assistance with a financial matter. Apparently, their policy is that they will not meet with anyone UNLESS you guarantee that you will have them file your taxes. While the receptionist was admittedly new, I was told my request would be passed along. I gave the company about a week to contact me to see if they would be able to arrange to meet with me. No contact after a week. My question...how can I assess if I would like them to handle my taxes if they cant even be bothered to have a simple meeting with me where I could get a feel for the way the firm does business. Well, guess I know how they do business since they cant be bothered to follow up on a potential new client.

Breanna Andres Wonderful they are so nice and easy to work with and a blessing for people like me who need help every once and a while

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.