Your Choice Federal Credit Union - Altoona (PA)

Snowflake Pahuljica Kicovic Ive known Dianne for many years, both on a professional and personal front. She is super knowledgeable about all the financial stuff that the rest of us are not. She took time to understand what our needs were comprehensively, and shes working on a tailored option that suits our needs. Diannes always available and quickly responds to communiques. Shes also working with us on areas that are not necessarily in the financial sector but rather associated with (wills, medical directives, etc) and collaborated with other professionals to get those things in place.

Joseph C Pagoda When our first Financial Planner considered retiring, he diligently searched for someone to turn his business over to. His efforts paid off wonderfully, he chose Forthright Wealth Planning. They became our trusted financial planners and we became their satisfied clients. We deal primarily with Anthony J Capristo, Certified Financial Planner, and Megan Grilletto, Client Services Assistant. They answer all of our concerns and questions, they are extremely responsive to our goals and needs, and those responses are certainly very timely. Once a year there have been meetings to review activity, goals, questions, and also just to get to know each other better. And now, they fully understand our financial objectives. Communications are very timely via email, text, and phone. If you have a question or concern, they are quick to reply, always available to help. Time after time they have gone over and above what we expected. We highly recommend Forthright Wealth Planning if you are looking for a Financial Planners.

John My wife and I have been clients of Grandview asset management for the last 5+ years. The level of professionalism experience is outstanding. Bill has managed our portfolio with expert hands. I can highly recommend Bill Parker as a trusted and reliable advisor

Brittany Azzolina, LPC The best! We have been working with the Langan family for over 12 years, and they’ve consistently demonstrated integrity, professionalism, and reliability in managing our financial goals. That same professionalism extends to their entire office team, who are always detailed and responsive. Bob has been a true partner in helping us navigate entrepreneurship, business growth, and our personal family goals. We are so grateful for their continued support and guidance!

Ed Strauss Paige made the experience smooth as could be. She was extremely helpful and answered every question I could come up with. Would definitely recommend them any time you need a quick loan.

Joe Kachik Its a great place,if u need a little help they will help you

Blake Detwiler I can’t say enough good things about working with Michael! Not only is he incredibly knowledgeable and professional, but he truly takes the time to understand your personal goals and look out for your best interest every step of the way. You never feel like just another client — he makes everything approachable and easy to understand. Bonus points for having the cutest office dog who makes every appointment even more enjoyable. If you’re looking for a financial advisor who is both personable and trustworthy, look no further!