Find the Best 15 Finance services in Bethlehem, PA

Allen Walker I have been a client of The Ohagan Group for more than six years. They are absolutely the best in the business. My financial advisor, Greg Holland, is a consummate professional. Unlike advisors at other financial management firms, Greg really takes the time to understand my financial goals and objectives. My portfolio is actively managed and rebalanced on a very regular basis—unlike other firms who just dump my money in a mutual fund and let it stagnate there. I give The Ohagan Group my absolute highest recommendation; if I could give them six stars I would!

G Jay Beautiful campus with awesome features and a fantastic cafeteria inside. Campus is built in a way that it gobbles so much natural light with beautiful tall windows in all rooms and all sides of building. There are seating areas outside as well which is a great way to relax and have your lunch. Cafeteria provides a good choice of veggie options. The rooms are so ergonomic and meeting friendly to get started and rolling without having to waste time.

Vanessa Toledo Amazing!!! From the girls in the front desk to the rest of the staff. Princess helped me with my tax refund after i had a horrible experience with another tax agency. She was very sweet, comforting and explained to me step by step the process she was doing for my taxes. It’s nice to go to people who are honest and truly compassionate in trying to help. I would recommend them and will be return job every year from now .

Michael Druckenmiller I have been using Salabsky Financial for my tax returns for almost 25 years. Started out with Bill and transitioned over to Scott about 15 years ago when he went full-time. Have never been disappointed with the level of service I receive as well as the high quality and professionalism of their work. Scott always takes the time to explain things and offers excellent advice on how to more efficiently allocate and manage our taxes. We drop off our forms and then receive a call back a few weeks later to come in and review our returns and hear Scotts expert explanation of what the year has brought us. Would highly recommend Scott and his partners at Salabsky Financial for all of your tax preparation needs. They always go above and beyond and exhibit great Customer service.

Matthew Bispeck Renaissance Wealth Management has been a trusted source of our mutual clients for almost two decades now with all their financial advisory services. They consistently provide superior service to their clients and are phenomenal to work with. Highly recommend giving Aaron a call!

John Diego I’ve been working with David since 2006 and couldn’t be happier with the guidance he’s provided. He takes the time to understand where I am in life and has consistently recommended investment funds that suit my age, goals, and lifestyle. David is always quick to respond to questions and his advice is thorough, clear, and professional — exactly what you want from someone managing your finances. If you’re looking for thoughtful, personalized financial planning and investment management, I highly recommend Antonchak Financial — they’ve earned my trust over nearly two decades.

Kristina Rago If you want to be able to rest assured that you will be well taken care of financially and supported through each step of the financial planning or tax preparation process, then Stark is a fit for you! My family has been working with Stark for over 20 years, since the beginning of Mark starting the business which has blossomed into a solid and reputable company. Stark has proven itself time and time again to be trustworthy, knowledgeable, dependable, and highly responsive to the multitude of questions that have arisen. My family can rest easy at night knowing that our financial needs have been cared for!

Becky Kistler, Clean Horizons LLC I recently had the opportunity to visit Valley National Financial Advisors, and I was genuinely impressed. From the moment I walked in, it was clear that this team values professionalism and takes real pride in their environment. As the owner of Clean Horizons, I naturally pay attention to the details most people overlook — and their commitment to organization and cleanliness is exactly what we love to see in a well-run facility. It was a pleasure meeting the team, and I wish them continued success in all they do.

Erik Eggen Jim and staff are very professional. Easy to deal with and does what they say and go the extra mile. Love the Chhrismass parties!! They have great integrity. Deb and I have had a great experience with them.

Josh Gellock Mike Assad is an incredible professional who has helped me understand my overall financial picture, both for the near future, and far. I feel confident with him by my side, managing my retirement portfolio.

Nicole Araya DLH business has done my taxes for many years and it has always been a good experience, Sergio has always been very friendly and professional. I recommend him to everyone to file taxes with 0 stress. Thank you!

Ahmed Marouf Visited the Bethlehem branch today to close my account as I’m leaving the country. The staff were super friendly and helpful—made a bittersweet moment feel a little lighter. I’ll miss banking with Bank of America!

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.

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

Steven Diane is such a great help and always there when I need her.