Waseem Khan - TD Wealth Financial Advisor - Bethlehem (PA)

Kate Gigliotti Working with Julie has been a lifesaver for our family! Doing our own taxes and using H&R block for years before finding her, we could not believe how easy it was to get our return in a timely fashion. We were feeling very overwhelmed with multiple W2s and a new mortgage, and Julie worked with us to make sure we took advantage of every credit and got a great return. She also helped us when we received a bill for missed taxes from a previous return we had submitted with H&R block years before. She was able to take a bill for over $2000 and, through her research and diligence, prove that we only owed $85. I was so relieved! I am extremely impressed with her professionalism and attention to detail. Communication has been prompt and very clear. I would highly recommend Financial Allies!

Brian Jurkowski Great Bank! Recommend to anyone looking for a bank with great products, great people, and great service!

Kevin G Highest Checking Interest Rate PSBT: 5% PNC: .01% Bank PSBT Support Locally Owned

Sarah Anzalone Great service, highly professional and responsive staff that priortized my convenience. Susan Jaynes was able to thoroughly explain and create an HSA for me in record time, remotely. I am still impressed with how easy the experience was!

Jenifer Joseph I met Jonathan and Felicia for a 30 minute consultation and they were both very polite and helpful to me. They helped me better understand what a 401K can do for my future and helped me understand the financial language with which I am not entirely familiar. I would recommend Tristate Financial Advisors for anyone who wants a respectful and honest approach to their finances and can reasonably afford their services. Thanks guys!