Widget Financial Investment Center - Erie (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.

Weston Varnes My wife and I had 2 years of back taxes to file (totally our fault for dropping the ball) and hired Tom do them for us. It has been 6 months the IRS never received them said they were never sent in. He has completely stopped answering our phone calls, text messages, and emails. He surely had no problem taking our money for the “service” he provided.

Jeff starship GEFFEN2THE1KEY ♥️ (Trillionaire) in Allentown Pennsylvania 18101 .. from Joliet Illinois. *Built The Chicagoland Speedway* *Owner of The Wells Fargo Bank Building* *Owner of The Lehigh Valley International Airport* Jeff Starship Search & Rescue

Robert Bickerton Working with Benchhmark Financial Advisors has been a great experience. Their team is professional, knowledgeable, and incredibly responsive. They consistently deliver high-quality results and go above and beyond to ensure everything runs smoothly. Its clear they truly care about their clients and take pride in their work. Looking forward to continuing our partnership!

J Millan Helped me save an extra weeks pay each and every month. Now I can see the light at the end of the financial debt tunnel and will be able to retire on tume and self sufficient. Highly recommended!!!

Joshua Gorman Great communication and has always been available to answer questions. Very approachable and makes me feel like a valued customer.