James Anthony Serratelli - Financial Advisor, Ameriprise Financial Services, LLC - Bethlehem (PA)

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.

James Harrison jason has done a great job with our familys investments accounts from a simple Roth to much more complex Trust and LLC accounts...he explains everything to us and even in a down market we do well

Allen Walker I have been a client of The Ohagan Group for more than six years. They are absolutely the best in the business. My financial advisor, Greg Holland, is a consummate professional. Unlike advisors at other financial management firms, Greg really takes the time to understand my financial goals and objectives. My portfolio is actively managed and rebalanced on a very regular basis—unlike other firms who just dump my money in a mutual fund and let it stagnate there. I give The Ohagan Group my absolute highest recommendation; if I could give them six stars I would!

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.

Jessica Mendoza Very professional. Informed me of a lot of misinformation I had regarding to credit repair. Will recommend his expertise.