Financial Planners near Emmaus

“Best certified financial planner in the lehigh valley area! Very courteous and knowledgeable of my financial situation. Brand new renovated office is welcoming and very cozy.“

“As a fellow wealth management professional, I’ve had the opportunity to spend time with Mary and the EWS team and appreciate their thoughtful, client-first approach. Their focus on behavioral finance, long-term planning, and meaningful client relationships reflects what great financial guidance should be. A trusted team within the Raymond James community.“

“I recently retired and have been working with Capital Planning Wealth Management for the past three years in preparation for it. The whole team has been very helpful providing assistance with Medicare, consolidation of retirement accounts, and advice on distributions. I trust their expertise and would recommend Capital Planning to all of my friends.“

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“Eric has been managing our investments for years. Very pleased with the consistency and always pleasant to talk to. Highly recommended for financial advice and management.“

“I highly recommend Legacy 360 Financial for your financial planning needs. There are really good people there who provide trustworthy guidance, excellent financial products and reliable service. If you are looking for peace of mind concerning your hard-earned money, look no further.“

“Awesome Folks!
I was with another group, for 5 years, I left them for Modera...Edwin and his entire staff excel in customer service and understanding the financial needs to meet clients goals.
They are excellent at communicating changes, and reviewing folios throughout the year.“

“Fantastic service, everyone always goes above and beyond the expected and then some. Kevin Karpuk and Tara Tuttle have been extremely helpful to our family over the years. We highly recommend Cornerstone.“

“Tony Voros has been our financial advisor since I don't know when, many years. He's taking care of us plus he handled my mother's accounts & my mother in laws accounts until they passed. We highly respect Tony & his associates & trust him thoroughly. We have been in South Carolina for many years, he's still taking care of our accounts via phone call & if we get home to PA from time to time. He's our go to guy!! We're not going to let him retire LOL. We highly recommend & completely trust Tony Voros & associates, Ameriprise Financial. Thank you Tony !!!“

“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“

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