Wells Fargo Advisors - Allentown (PA)

Matthew Huff I highly recommend Kyle McKenzie. He always helps me whenever I need it, and responds in a timely manner to emails and phone calls.

Brian Tabb I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my childrens future education—something that gave me real peace of mind. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates. He’s not just a financial advisor; he’s a true partner in helping me chart a secure path forward.

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!

M. McNevin The Biggs group is excellent. Have leveraged their advice for years.

dean carter The Transition advisor Group is such a very knowledgeable professional service ....Im more than please to have the transition Advisor group give me not only great advice ,but to help me step by step put my retirement plan in motion

Steve Musser Great company! Never had a better insurance experience. Thanks Tyler for all you do.

Al Wo Amazing as always. You guys are the best!!

JoAnn Simmons I will always deal with Mariner. Dan and Stacey were absolutely wonderful. Easy to talk to and easy to deal with. I would like to thank them again.