Wise Financial Group - Allentown (PA)

Tyler Wise Joe- is a great agent, team is awesome, great people to do business with.. If you havent checked them out yet you should.

Pat Mock I would advise any one dealing with Raymond James or Fred Thomas to have any and all communication with them documented preferably email because they will do the best thing for themselves not what they are told to do .best advice is to get away from both of them. Get a honest company and a good adviser

Erica T The best!!!!

Kaitlyn Leshko While me and my boyfriend are a team there the people are very nice there..I learn every Tuesday there..good job hazleton pa Primerica

Lynn Goldfarb I found the practices of this operation to be deceptive and dishonest. They represented themselves as a division of Fulton Bank (their office was located next to the Royer Dr, branch of Fulton Bank). In fact, they were Raymond James. They told me they would purchase treasury bills for me for free. I opened an account, believing they were Fulton Bank, but when I later contacted them to buy T-bills for me as agreed (and learned they were really Raymond James) they refused to buy the T-bills for me. They wanted to sell me something else they could get cut of. They said had a "fiduciary responsibility" to only make transactions/investments that were in "my best interest" That is to say, in their best interest. Bait and switch at its worst!

David Chapple Thanks Adam! He truly set us up for the next phase of our lives as we move into retirement years. Adam presented options in a very clear, uncomplicated manner. Unlike other so called "financial advisors" , Adam considered what would be best for us not for him. I highly recommend Adam to anyone at any age to plan for the future.

Arlean Spayd Weve been going there for quite a few years now. My brother goes there. Thats how I found out about him. We used to go to h&r block. But it got chaotic. Seemed like every year we got a new person who didnt know everything and had to ask other people for help. And the price kept jumping higher and higher. Jay is reasonable. Hes on top of things. I highly recommend him.

win fredy Good