The Godown / Wilson Group - Morgan Stanley - Easton (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.

Mike Rizzo Excellent accountant. Handled multiple businesses for me for years, passed audit with no problems or issues. Very helpful setting up proper business accounting software and systems for me as well . Paul is one of the best and easiest to work with.

Samantha ONeill Cassie Powell was so helpful & got me a cheaper insurance rate! The whole experience was super easy, thanks Cassie!

Fileve Tlaloc Nesteled in the foothills of the Appalachian mountains, the campus is home to a great place to explore, learn, and teach! The campus is full of wonderful professionals and creatives that enhance the community.

Melissa Randall I highly recommend Conner. He will spend time helping you with all the aspects of your finances and provide great advice and help you plan for the future.