The Alliance for Health Equity - Coatesville (PA)

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.

Joe King Great staff and always willing to help when needed!

Sakishia Roberts Let me start off by saying Eric and Amber made my life easier! I was dealing with a shady dealer who basically stole money from me in the process of locating me a van for my company. I was dealing with the dealer for over 6 months and no progress. The only good thing that he accomplished was connecting me with High Flow Funding! Once I ditched the shady dealer, I was able to go full on with High Flow Funding. It literally took 1 week for me to secure my purchase. I am so thankful for being able to get my business on the road and secure higher paying contracts. Thanks Eric and Amber for being so patient and understanding. This will not be the last purchase or review!

Laura Phillips My law firm has been using Frank Palermo and his team for accounting and payroll services for two years, and weve always been very happy with their responsiveness and attention to detail.