Find the Best 18 Finance services in Allentown, PA (Part 2)

J Millan Helped me save an extra weeks pay each and every month. Now I can see the light at the end of the financial debt tunnel and will be able to retire on tume and self sufficient. Highly recommended!!!

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.

Michael Renner My personal experience with One Financial Services has exceeded all my expectations. After my parents used them for years and recently passed away I moved everything to One Financial. Starting with the first phone call, Vanessa, who normally answers the phone is always polite, patient, understanding.... After my parents passing Rob was very considerate and helpful making the transition. He assisted with my taxes during this sad time and I know he had my parents in mind when he worked with us. I have found that all my calls were returned promptly and anytime I needed a transaction of any kind it was done expeditiously. Communication with account information and taxes has been way above previous experiences. My bottom line is that I know that if something needs to be done One Financial Services will handle it accordingly. 100% confident with this staff and there abilities.

Jeff starship GEFFEN2THE1KEY ♥️ (Trillionaire) in Allentown Pennsylvania 18101 .. from Joliet Illinois. *Built The Chicagoland Speedway* *Owner of The Wells Fargo Bank Building* *Owner of The Lehigh Valley International Airport* Jeff Starship Search & Rescue

Pierce Giancaterino Stephen takes a very hands on, caring approach to the advising process and has a wealth of knowledge and experience to boot. Compared to most advisors, he certainly goes the extra mile to give you a personalized experience and makes you feel as though you are his only client, if not a friend. He is extremely down to earth as well, putting relationships ahead of profits. I would 100% recommend to anyone that is serious about their financial future and retirement. Stephen will get you to where you want to go.

Pets For LLS One Lick at a Time When I first met Michael I was interested in exploring an annuity. After speaking to him, I was so impressed with his knowledge of financial planning we explored retirement savings. Mike took the time to explain the difference between 401k and Roth IRA plans. So helpful! So I put a savings plan together and now have peace of mind that I have a long term plan in place. He also offers Insurance and Disability as well. I highly recommend you visit his website that is chock full of information.

Thomas Laubscher My wife and I have been clients since January 2023 and have been completely satisfied with Cornerstone Portfolios. We were with another financial planner for many years and were unsure of making a change to another company but Im glad we did. Dave analyzed our financial situation and made some great recommendations. We are retired now, and we have great investments that have increased steadily in value while providing protection against loss in a declining market. Dave is always available for any question or concerns we may have. No pressure always.

Roosvelt Alonzo Yannery is the best. She’s Very friendly. My father & I been going to her for years now. She always takes her time with her work. I would highly recommend her. Thanks Yannery for your good services.

Kristen Fricke I cannot recommend Mike and the team highly enough! They really take the time to listen to your needs and determine what are the best products based on your financial goals and needs. They are very accommodating about finding a time to meet and doing what is best for their clients. They are fiduciaries, so they will always have your best interest in mind. They will show you a variety of products and recommend what they think is best given the market. I highly recommend them to anyone, we are not in the medical field and they have been a tremendous help.

Genessi Lugo This was my first year filing with Chelsea, and I couldn’t be more impressed. From start to finish, she was incredibly supportive, personable, and professional. She took the time to educate me throughout the process, making everything feel simple and stress-free. You can truly tell she cares about her clients—she goes above and beyond to ensure you feel comfortable, heard, and informed every step of the way. I’ll definitely be back next year and highly recommend her to anyone looking for a trustworthy, knowledgeable, and caring tax professional!

Bruce McDowell Very knowledgeable in the financial world..

Alvin A++++ service and great advice for your insurance needs.

Jim Deibert Professional & knowledgeable financial advisors. Have been using them for many years.