Zacharia Brown & Bratkovich - McKeesport (PA)

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.

Greg Rath Been doing my taxes for many many years like 20+ and I keep going back. They are busy but do an amazing job with different t options like in person tax or drop off and a wide spread of hours for appointments

Glenwood Carr The greatest

Autumn Everson I spoke to Mr. Moore this morning. Ive been calling for over 2 months. Could never get through to nobody. As soon as he got my message he got right back to me. I couldnt thank him enough and he answered every question I had for him. I am very pleased with Mr. Moore. If you ever need to speak to anybody, I highly recommend asking to talk to him. Hes not even my caseworker and did an excellent job #teammrmoore

Deanna Furman The ladies at my OneMain financial was wonderful. I had to get a loan to do some home upgrades because of being newly disabled. They was very helpful and understanding