Apple Tree Wealth Management - Bethlehem (PA)

Steven Diane is such a great help and always there when I need her.

John Diego I’ve been working with David since 2006 and couldn’t be happier with the guidance he’s provided. He takes the time to understand where I am in life and has consistently recommended investment funds that suit my age, goals, and lifestyle. David is always quick to respond to questions and his advice is thorough, clear, and professional — exactly what you want from someone managing your finances. If you’re looking for thoughtful, personalized financial planning and investment management, I highly recommend Antonchak Financial — they’ve earned my trust over nearly two decades.

Erik Eggen 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.

SuperAwesomeSwag BDoyle GREAT LADY GREAT TAX PRO

Tavleen Singh Have been working with Shetland Financial /Kevin for the past 2 years for my tax preparation and the entire experience has been seemless. Kevin is friendly , knowledgeable and organized. I am person who likes to learn the tax code, and Kevin has taken time to explain the processes. I have used his services for my business as well as personal taxes and would highly recommend his financial services. Needless to say the cost of his services are easily offset by the $$ he saves due to his strong understanding of the tax code which i would have missed while doing the tax prep myself. Kudos and Thanks Kevin!