Financial Planners near Emmaus

“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!“

“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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“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.“

“Ted is an honest and caring individual. Since joining Legacy 360 we have been treated as a valued family member. Our investments have prospered. We continue to enjoy learning more by attending the seminars and sponsored events.“

“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“

“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 !!!“

“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.“

“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.“