Keywords: establishment,finance,point_of_interest

Wealthcare of The Lehigh Valley - Center Valley (PA)

Address: 🏡 3477 Corporate Pkwy Suite 100, Center Valley, PA 18034
Phone : +1 (484) 224-3677

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ5y30X8M9xIkRPOkyv10U_wE

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Jennifer Sacco: Tim, thank you for your exceptional customer service and for sharing your expertise throughout the refinance process. Your knowledge made everything so much easier, and it was truly a pleasure working with you. I really appreciate all your help and professionalism. Thanks again!”
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Gillian Springer: I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.
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Halim Kh: Gd
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John Harris: They have been doing my taxes for years. They explain everything and make suggestions on how to make sure you pay as little as possible on taxes or get the return you want.
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chris pachuilo: I can see there are some bot accounts here adding their “reviews”. Very poor behavior from other companies. GL financial has provided the same consistent, transparent and lucrative service to me and my friends for the past 5 years. They have gone extra lengths to ensure they get you the most return back or little pay in as possible. There has never been an issue with any of my taxes the past 5 years, and I can say the same for those who I referred.
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Jackie Beem: Chris is an experienced financial advisor who is passionate about his work. He has maintained a personal relationship with me and inspires a real sense of confidence and trust. Because he has taken time to get to know me well, he is able to take a holistic approach when considering options for my financial plan. Chris has a deep knowledge of financial concepts and encourages spending time with me throughout the year to keep me updated and answer my questions. I have recommended Chris’s services to family and friends, all of whom are very satisfied.