Wise Financial Group - Allentown (PA)

Charles Alexander Roffman Miller are financial advisors that are fiduciaries. Unlike insurance agents and stock brokers, fiduciaries must put you first. Insurance agents and stock brokers only have to provide "suitable" advice (whatever that means). They can sell you high commission products, trade frequently, etc. We have been extremely happy with Roffman Miller who have been managing our money since before I retired in 2015.

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

Rachel Tellers have always been super nice, I used them for purchasing my home as well and they were soooooooo helpful, and sweeter than the mortgage brokers my realtor tried persuading me to use. When we closed on the house they gave me a nice quality candle which was just really kind.