Stockdale Financial Group - Clarks Summit (PA)

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.

Matt Carlson I was hesitant to involve anyone else with my finances. But as retirement approached, I realized Google searches and books about retirement strategy fell short. It wasnt specific to me. The team at FIMG walked me through all of the details which led me to retirement. I wouldnt have been certain of that decision without their guidance. Id recommend FIMG to anyone that has financial questions.

K. Anthony Couldnt make vehicle financing any easier. Unbeatable interest rates and a super pleasant staff to handle all your questions.

James Cole I have worked with Dan and his team since the day I was able to invest!!! 24 years of great service, advise and most importantly, returns. So glad we met young!!!

Jondavid Longo Rude, condescending, unimpressive