Janney Montgomery Scott LLC - Bethlehem (PA)

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!

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

Tiffany Burlew Brian is a wealth of knowledge and puts his clients best interest first.

Bob H Financial planning

Ahmed Marouf Visited the Bethlehem branch today to close my account as I’m leaving the country. The staff were super friendly and helpful—made a bittersweet moment feel a little lighter. I’ll miss banking with Bank of America!

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.

Kristina Rago If you want to be able to rest assured that you will be well taken care of financially and supported through each step of the financial planning or tax preparation process, then Stark is a fit for you! My family has been working with Stark for over 20 years, since the beginning of Mark starting the business which has blossomed into a solid and reputable company. Stark has proven itself time and time again to be trustworthy, knowledgeable, dependable, and highly responsive to the multitude of questions that have arisen. My family can rest easy at night knowing that our financial needs have been cared for!

Josh Gellock 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.

M. McNevin The Biggs group is excellent. Have leveraged their advice for years.