Financial Planners near Center Valley

“I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands.

I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life.

Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.“

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“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.“

“Mike Assad is an incredible professional who has helped me understand my overall financial picture, both for the near future, and far. I feel confident with him by my side, managing my retirement portfolio.“

“Great experience for over the last 10 years. Eric and Cheryl are great to work with. Honest and straightforward is what comes to mind to describe them. Enjoy the advice and appreciate the efforts on their part.“

“Jim and staff are very professional. Easy to deal with and does what they say and go the extra mile. Love the Chhrismass parties!!
They have great integrity. Deb and I have had a great experience with them.“

“I have worked with Gerald for several years now and he has been very helpful working with me to re-establish my retirement and investments. He always checks in with me and always returns phone calls and emails promptly. Great person and awarded top 1% in his field recognition. It is a pleasure to work with Gerald and his entire group.“

“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“

“My husband and I have been clients for about 2 years now. We have been very happy with Evans Wealth. Michelle Tauber, our advisor, is very thorough, professional and kind. She is very responsive and takes care of all of our financial needs and promptly answers all of our questions. Maryann Baloh, Branch Associate is very kind and responsive. They are a great team!“

“My husband and I have been clients for about 2 years now. We have been very happy with Evans Wealth. Michelle Tauber, our advisor, is very thorough, professional and kind. She is very responsive and takes care of all of our financial needs and promptly answers all of our questions. Maryann Baloh, Branch Associate is very kind and responsive. They are a great team!“