Milestone Financial Associates, 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!

Nicole Araya DLH business has done my taxes for many years and it has always been a good experience, Sergio has always been very friendly and professional. I recommend him to everyone to file taxes with 0 stress. Thank you!

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!

Snowflake Pahuljica Kicovic Ive known Dianne for many years, both on a professional and personal front. She is super knowledgeable about all the financial stuff that the rest of us are not. She took time to understand what our needs were comprehensively, and shes working on a tailored option that suits our needs. Diannes always available and quickly responds to communiques. Shes also working with us on areas that are not necessarily in the financial sector but rather associated with (wills, medical directives, etc) and collaborated with other professionals to get those things in place.

Kristy Berger I called in to inquire and just ask a few general questions, Julie Weaver was knowledgeable, kind, and friendly. Really great customer service!!

G Jay Beautiful campus with awesome features and a fantastic cafeteria inside. Campus is built in a way that it gobbles so much natural light with beautiful tall windows in all rooms and all sides of building. There are seating areas outside as well which is a great way to relax and have your lunch. Cafeteria provides a good choice of veggie options. The rooms are so ergonomic and meeting friendly to get started and rolling without having to waste time.

Linda Cook Charlie and Forrest are extremely knowledgeable and responsive. They have made our investment planning a pleasant and comfortable experience. They will go the extra mile for a superior customer service experience! Working with Stacy is fabulous.