Financial Advising in Allentown, PA

“I just recently became a client of Better Way Financial. My sister and I attended their class back in the fall of 2021, Retirement Today. I am happy to say, I can now visit my grandkids in another state and retire with peace of mind. Nick hooked me up with a Medicare provider and Lawyer. Now someone is looking after me the way I did for my parents and brother. It feels good and I will recommend them highly to anyone or everyone who asks.”

“Excellent service! Very considerate, thorough and they take necessary COVID precautions. They are very nice to deal with and give good advice on how to get the most of your taxes each year.”

“35 years ago I opened a small account at the Schwab office on the ground floor of the World Trade Center, NYC. Of course, that office vanished, but I have moved to Eastern PA. 99% of my contact is Schwab is done online. However, I have visited the Cedar Crest office in Allentown, PA probably 8 to 10 times over the last decade. I live about a half-hour drive from this office. On one occasion, I wanted to withdraw a large amount for a downpayment on a house. I was able to walk in and get the check within minutes. Another time I met with Mr. Brooks for general long-term advice. His advice was very general (diversify!), but worthwhile. Most times I deal with the agent who mans the counter at the reception area. I don't know his name, but he has always been friendly, helpful and efficient. By the way, if I recall correctly, 35 years ago trades at Schwab cost $29 and had to bought in lots of say, 10 or 100 shares. There was an added expense for what they called odd lots. Today most trades are free and it is even possible to buy fractional shares. It has become easier and cheaper to be an individual investor. If you live in the Allentown area this office is a pleasure to deal with.”