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Financial Planners in Dallas, Pennsylvania

There are 2 recommended Financial Planners in Dallas, PA. Read reviews from people you know to find the best Financial Planner.

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 Mary Bishop

Randy is a very dedicated, honest person with a lot of
people skills.
Randy is a relative of mine and an over achiever. /> His word is like gold.See MoreRead Less