Wise Financial Group - Allentown (PA)

Daphne Lupfer Great organization, great people, outstanding results! We have been clients since the inception of Brandywine Oak. Our plan and transition to retirement was handled seamlessly. We appreciate the on going guidance and education that we’ve received. A twice yearly review of results and discussion of future plans ensures we are fully aware and in control of how our assets are being managed and grown. Our personal advisor is extremely competent and very responsive. An additional benefit is the integration between other providers for tax and legal advice. We highly recommend the team at Brandywine Oak!

Matt Gamecocks Mark is very professional and knowledge. He was great to work with and is top notch. He is someone I would highly recommend for all financial needs.

Victoria Hemrick Jessica and Colleen were amazing to work with! They were so personable, worked with me to answer all my questions, and were overall just such amazing people to work with! I couldnt recommend them enough!

Patrick Chovan John and Mike are the best around. I have complete faith and trust in their abilities!

James Morrissey Trustworthy advisor, many options for investments. Great performance in my kids 529 plans. Recommend everyone with kids check into this the younger the better!

Diana dzatko I have dealt with them since probably 25years old im 66 now nobody else ever even if i go and move away