Monocacy Wealth Partners - Bethlehem (PA)

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!

Matthew Bispeck Renaissance Wealth Management has been a trusted source of our mutual clients for almost two decades now with all their financial advisory services. They consistently provide superior service to their clients and are phenomenal to work with. Highly recommend giving Aaron a call!

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!