Wealthcare of The Lehigh Valley - Center Valley (PA)

Dennis Blaszkowski We have been with Brian for almost three years now. We are very happy working with Brian. He is easy to talk to and explains everything to us so that we understand. There is no pressure with Brian, just the facts and understanding. I would recommend to anyone, to use Brian and Winthrop Partners for their financial planning needs. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.

Nick Ramondo Taylor has been invaluable in helping our family organize and consolidate our finances. He uses a holistic, organized, transparent approach tailored to our goals. What stands out most is his ability to provide financial guidance while considering the emotional aspect of large financial decisions. Since working with Taylor, we feel more confident about our familys financial health and can rest easy knowing he has our back. Highly recommend.

Hannah Makarevich Weve gone to Pat for our taxes for over 5 years now. My parents have gone to him for much longer than that. Hes super knowledgeable, and weve had zero issues with our filings. Would highly recommend!

Adam Harshberger Irwin financial was my first call to try to do business with. But unfortunately I called 6 times in a 2 month period and they didn’t even have the common courtesy to return my call for some reason. I am working on a complaint directly with Raymond James. Bad customer service is shared with four out of five people to where good customer service is only shared with two out of five. I suggest Kooman & Associates LLC in Altoona or Seltzer Financial Services in Altoona.

Angelina Dailey I have never been to a Huntington and had a bad experience. Ive been banking with them since 2012, I got my husband to switch to Huntington when we got married, they have made every experience effortless. Ive always had great customer service at each branch.

Martin Alexandrov High pressure annuity sales to your elderly parents is what you can expect here A bunch of used car salesmen.