Strategic Wealth Alliance Group - Allentown (PA)

5 /5 Amanda Fenstermaker: I’ve had a great experience working with Strategic Wealth Alliance Group. The team is knowledgeable, transparent, and truly takes the time to understand your long-term goals. They don’t just offer one-size-fits-all solutions — they craft a strategy tailored to your needs, whether you’re planning for retirement, investing, or managing risk. Communication is excellent, and I always feel informed and confident about the decisions we’re making. If you’re looking for trusted financial advisors who are in it for the long haul and treat you like family, Strategic Wealth Alliance Group is the way to go!

5 /5 Barbara M: If you are surprised to see a such a positive review from someone who is not a client, then let me explain. After attending a dinner presentation, my husband and I met with Shawn for a follow up meeting. He was very knowledgeable, experienced and personable. But most importantly he was up front and honest about his thoughts on our unique situation. After reviewing further, he felt we were well positioned and did not think partnering would be a benefit for us. I cannot tell you how much we appreciated this, as well as some life advice to consider. If you are looking for a financial & retirement planning group with integrity, who truly is looking out for your best interests, who will be a family friend and partner to meet your goals- then look to Strategic Wealth Alliance Group. In our opinion you will be in good hands.

5 /5 Deborah Tavares: My husband and I were invited to a dinner in March of 2020, and after listening to an inspiring presentation, we met the most wonderful and compassionate individuals. We scheduled a meeting to obtain more information, and we were so pleasantly surprised at how their plan fulfilled all of the financial goals we were searching for. Not only are they extremely knowledgeable, but they care for their clients as if they were all family members. We would highly recommend Strategic Wealth Alliance Group if you are looking for a safe and reliable way to grow your wealth.

5 /5 Jimmy Tuholski: When you choose to work with Strategic Wealth Alliance, they become your financial advising family! For over 25 years my previous financial adviser barely called, never invited me out for happy hour, never took me to dinner, and never invited me to a client Christmas party. This all changed in 2019 when I made the decision to move all my financial needs to Strategic Wealth Alliance Shaun and Josh. Since moving to Strategic I am happy to say that my portfolio value has increased by more than 40%. On top of that 40% increase, I cannot begin to count how many Strategic happy hours I have been invited to attend. Nor can I count the number of times Strategic has taken me to dinner. In addition, every year since joining the Strategic family I have been invited to the client Christmas party. What a change in customer service from my old advisor compared to the Strategic Wealth Alliance family. I admit that I met Shaun and Josh because my wife and I wanted a free meal at a really nice restaurant. We were more interested in the restaurant’s food than we were in hearing Strategics’ presentation. As the presentation began, I was impressed with Shaun’s directness. I like how he was up front on how he would get paid. I also liked how simple Shaun explained things. As my wife and I began listening more closely to Shaun and Josh’s presentation, we realized Shaun had just communicated with us more than our current advisor had in many years. Shaun explained, “When you allow Strategic to handle your financial investments, we guarantee you will be treated like family. We will invite you to happy hours to catch up. We will invite you to dinner often, and we will invite you to our yearly Christmas party.” The concept of my financial advisor reaching out to me often to stay connected caused me to make an appointment with Strategic. I was told exactly how to prepare for my meeting as to not waste both of our time. The meeting went very well, and the rest is history. Above and beyond any expectation, I have Josh to thank for helping my family after devastating hurricane Irma. After Irma, our home and property had a lot of damage. Strategic did not just call and let me know I was in their prayers. Strategic “Josh” showed up at my home to help. Yes, my financial advisor arrived at my home and spent the entire day busting his butt with my family helping clean up the devastation. The Strategic Wealth Alliance family are the kind of people I think everyone would like to handle their finances. After you read my review, ask yourself when the last time your current advisor called you or physically invited you to a happy hour, or dinner, or a cool event, or a Christmas party? Do you think your financial advisor cares about you or cares about the money they will make off you? If it has been more than six months since you heard from your advisor that is not good. Know that while you were thinking about your answer, I most likely got another invitation to physically meet up with my Strategic Wealth Alliance family. If you choose to become part of the Strategic family, you will be very happy with the financial rewards and with the personal family touch. I hope to see you at one of the happy hours or at least the Christmas party, Jim Tuholski.

5 /5 Kim Teed: My husband and I have been working with Strategic Wealth Alliance for over two years, and we couldn’t be more satisfied. Shawn and Josh have helped us build a solid retirement plan and made investment decisions that align with our goals and risk tolerance. What we appreciate most is how clearly they explain things and how responsive they are to our questions. Whenever we call, if Shawn or Josh are not immediately available, their team will try to help us out. If they can’t help, a call comes back from either Shawn or Josh within the hour. They also call to just check on us and ask how we are doing. We feel confident and supported knowing our finances are in good hands. Highly recommend!"