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Finance Advising reviews in Allentown

  • A
    Ascent Wealth Management
    We have been using Eric for our retirement plans for about eight years. He was with another firm when we started with him (Robinson & Robinson) and then went out on his own and started Ascent Wealth Management. Eric is down-to-earth and incredibly hard working. He really watches all of our funds and regularly calls us and meets with us to make sure our retirement funds continue to grow. He is not like some bank investor or insurance company investor or some large firm just looking at his bottom line. He actually pays attention to our funds and performs continuous research to give us the best investment advice. We are not wealthy people, and Eric understands that he has our future in his hands. He takes that responsibility seriously and provides great results.
    - Jennifer S.
  • A
    We've used them continuously for the last 40 years. They are really good. They are professional and personable. He has done well with investments so we have seen growth over the years. He has given us really good financial advice. He makes himself available. We can email him and they get back to us in a timely manner so we don't have to make an appointment. He is very assessable and he has a great team. They keep in constant contact. They do an e-newsletter. They will go over all our finances to see if anything needs to be changed. They have been really thorough. He is expensive. He is very professional. We will absolutely use them again.
    - Joan G.
  • A
    Valley National Financial Advisors
    I had an entire team of highly-trained, knowledgeable, seasoned, courteous, friendly professionals that knocked themselves out for me.
    - Steven J.
  • F
    Ronald T Stabile - Ameriprise Financial
    Very badly.
    - THOMAS C.
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Financial Advisors in Allentown

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