Stockdale Financial Group - Clarks Summit (PA)

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.

David Tulsa Im a Tax Preparer and I have used EPS since 2006. I have had a few problems and I was always able to fix them with a phone call. Their fees are very reasonable too. 5 stars

Walter Yourema Always willing to help Always friendly Always lis to my request great people

Christine Trimnal Lexa Walker is a highly knowledgeable and passionate professional which led to an excellent customer experience for me. She goes above and beyond for all her customers- I would highly recommend all of the staff at YTS!

Ruth W They are always willing to help me find whatever information I need, and give great advice. I have been with this agency since I started to drive, so for A LOT of years. I moved away, but stayed with this agency because the service can not be beat!