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Financial Planners in Pennsylvania

There are 56 recommended Financial Planners in Pennsylvania. Read reviews from people you know to find the best Financial Planner.

Review by Thomas Jungblut

I know Kurt since a couple of years already and have learned him as a dedicated and honest (even BRUTALY honest) Marketer. We have supported each other and have helped each other out on various occasions. So, from my stand point I can only say: See that you get into any kind of relationship with Kurt as yoiu only can win from it. YOU'll be the beneficiary!See MoreRead Less

Review by Stella Falkowitz

I've known Marty for a long time through a friend. He is an honest person. Takes good care of my investments. Keeps me informed. Makes recommendations or tells me not to do anything with my portfolio. My other investment broker never contacted me at all ... sent me the usual paperwork but Marty keeps in contact with me and let's me know what's going on not only with my investments but what's going on in the financial world. I would recommend Marty and his company to anyone who wants to invest their money. I know others who have investments with Marty and although I can't speak for them, I know they are as happy as I am with Marty.See MoreRead Less

Review by Robert Forcey

Wayne is a knowledgeable professional that constantly looks for ways to help his clients with his skills. Wayne's approach is almost like part of the family and not heavy handed at all.See MoreRead Less

Review by Levar Ferrell

I'm very happy to have met Ana. She has an awesome personality that is hard to come by these days. Kind spirited, humble, intelligent, and loving are just a few of her attributes.See MoreRead Less

Review by Michael Pieciuk

There are not many times during our lives when we come accross a great person like Joe Campisi. The best way for me to describe Joe would be "He is the kind of friend you want around when things in life are going well! The best thing about Joe is that he has always been the friend who has been there supporting when things have not gone so well for me and my family! Truly a ONE OF A KIND GREAT PERSON! Thanks Joe!"See MoreRead Less

Review by Keith Kirk

Jerry was my Insurance Agent in excess of 20+ years. In that time he was always very professional but more importantly always there for me when the need arose. Because of the service I recieved from Jerry I remained with he & his company throughout the years.

Over the years Jerry & I have developed a very close frienship besides a business relationship.

I can unquestionably recommend Jerry in every regard and am proud to call him Friend.

Keith Kirk 301-331-6123.
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Review by Michael Dulaney

I met Sean when I was working at Surf4Promos as a sales manager selling promotional products to real estate agents.
Sean is a very dedicated hard working man. Honesty and integrity is his number 1 attribute.
What makes Sean stand out from other professionals is his care he has for his clients and friends.
You cannot go wrong in your dealings with Sean.
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Review by Todd Sassler

Michele knows her stuff. I recommend and trust her!

Review by John McBride

Bill Goetz always - ALWAYS - goes the extra mile for his clients. Whether it's finding the house of your dreams, refinancing, or obtaining a home equity loand, Bill makes sure YOUR needs are met. Indeed, Bill Goetz GETS it done!See MoreRead Less

Review by Frank Bruni

I have known Vicki for over 50 years and consider her to be one of the finest ladies I have ever had the good fortune to know. She is exceptionally bright, extremely thoughtful, and an all-around great person . fiInd it difficult to think of any person who would would not like to have her as a friend or co-worker. She was a member of Scarsdale Golf Club where she successfully chaired many committees and events.See MoreRead Less