Stifel - Bethlehem (PA)

4 Honest, knowledgeable and always available

Meghan Barron It’s 85 degrees at 345 pm June 18 (the nicest day yet of this year) and the pool is closed. I want a refund for my pool pass. My daughter was there the other day and they closed while she was there. Downright laughable. I don’t get off work until 3, and was planning on using the pass when I got off work during the summer with my daughter. I guess if no one is there by one or two it’s closed the whole day. The woman in the finance dept hung up and screamed at me when I said I want a refund. Nasty people.

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.

Linda Love Im so grateful for the opportunity to speak with Dan Bailey and Henry recently. Im a widow with a limited understanding of financial investing / management. Dan was very helpful and willing to answer all my questions, as I move forward in seeking the LORDs will regarding the sale of properties, managing my retirement account, and moving to a retirement community.

Stacy Morrow They steal your money. They charge you for things you don’t know you’re being charged for. And any attempts at transferring money to an external account take 5 to 7 days. Never use these people. I tried to cancel my account and they charged me $10 to mail check to me for $50. They are charlatans.

Amanda Wolf The staff at the Richardson Group are fantastic. They are extremely knowledgeable and very helpful at answering investment and tax questions.

Bryan Johnson Excellent service! 5 stars!