Drew is an awesome guy and talks to you on a level that makes sense. Working on transferring our…read moreassets to his care.

From the owner: At Paragon Strategic Wealth, it is our mission to help my clients identify what is important to…read morethem and develop unique, client-centered solutions to assist them pursue and reach those goals. We foster trust, build relationships and strive for providing excellent service to our clients. We do this by providing solutions that help Protect Your Family, Your Future and Your Legacy. That is who we are, and who we will always be.

Dear Fellow Tax Payers:…read more Not all tax preparers are the same and I've been lucky enough to find one that is head and shoulders above the rest without costing me an arm and a leg. We had noticed that the accountant we were previously using to prepare our income tax returns had been steadily increasing prices as the economy and our disposable income had begun dropping. At the same time, our confidence in his numbers had been declining partially due to the lack of face to face contact with him and his lack of availability to be reached on occasion. Out of the blue, we received a postcard in the mail last year from Lifetime Tax Service and the timing couldn't have been better. I looked at their website and made an appointment to visit them and that was the best decision we had made. Their office is very clean and the staff, true professionals in every sense of the word. But being a skeptic (and a former accountant many, many years ago), I wasn't going to let appearances sway me. I wanted to know if these people knew how to prepare complicated, out-of-state returns with various deductions, credits, etc. We met with Tom Ervolina and after our initial meeting, I stopped being so guarded and had complete confidence in him. He was very thorough and asked questions that our previous accountant neglected to ask -- questions that had an impact on our bottom line. He had a checklist and provided us with a copy of what was still needed and within a few short days, every "T" was crossed and every "i" was dotted and voilà -- our returns were completed. He even caught mistakes that our previous CPA had overlooked -- mistakes that had been going on for several years! (When confronted about it, the former accountant apologized, admitted his oversight and ended up filing amended returns for us.) I think the most shocking part of all of this was the price. They charged half of what our previous CPA charged and the quality and thoroughness of their work was twice as good! This year, we used Lifetime Tax Service again and it was actually a pleasure visiting them because I knew that in addition to helping us file accurate returns, they were working in our best interest. Everything is explained in clear and simple terms (no confusing jargon) and their friendly personalities are definitely helpful when dealing with something as dry and boring as income taxes. Also this year, we opted for a copy of our returns on CD instead of a printed hard copy and I was completely surprised by how thorough they are -- all documents that were handed to them for preparation had been scanned and included on the disc as well so if we are ever audited, there is a paper trail to follow. So in addition to being honest, reliable, knowledgeable, and cost-friendly, they're also modern and efficient. Go use Lifetime Tax Service -- they rock! Sincerely, Head Cheerleader for Lifetime Tax Service P.S. They also do financial planning, but I'll review that part of their services when I actually have some finances to plan with.

Gary Plessl & Kevin Houser are self serving crooks. They have a number of FINRA complaints and…read morelegal actions. If you want to Preserve Income run away. They push annuities to get the 7% up front commission and high management fees from funds. Never giving clients signed documents, changing signatures, no quarterly updates or monthly contact leaves clients poorly served. They are great salesman with great false personalities. Stay with a major bank or brokerage house that have corporate oversight. Be VERY CAREFUL. Check with FINRA.

Very slick talkers and pleasant personalities all the time they are playing you for a sucker. They…read moreput you into investments where they get high commissions and you have big penalties. Steer clear or it will cost you money.Unscrupulous. Oh Gary always touts his Lehigh MBA = Master BS Artist

I have the pleasure meeting with Colleen Williams to go over my existing Medicare plan and…read morereviewing other options in the future. Colleen was a very professional very pleasant and took the time to thoroughly explain Medicare parts A and B. Scheduling an appointment with her was very convenient she actually came to my home and I felt very comfortable with her. I would highly recommend Colleen Williams.

From the owner: I work closely with my clients to help them understand their options in Medicare, Life Insurance,…read moreCritical Illness coverage, Hospital Indemnity plans, Short- and Long-Term Care, and Annuities. My priority is making sure each client feels confident and informed when making decisions about their coverage. You’ve worked hard for what you have — my goal is to help you protect it with the right strategies in place.

35 years ago I opened a small account at the Schwab office on the ground floor of the World Trade…read moreCenter, 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.

i want to set up a 529 plan for my 14 year old i'll give your office a call tomorrow and set up a…read moremeeting to set it up his mom and uncle will be contributing over time my name is Scott shuman thsnks

I have used this bank for a long time, and while I have always had friendly interactions in-person,…read morethe trouble started when I was no longer 100% local. I kept this bank when I went to college, and even though I consistently told them I would be between Allentown and Long Island, there were holds put on my card somewhat frequently for normal purchases. I pushed through, mainly for the longevity I'd been with them and my family's relationships with them as well. Flash forward to now, when I frequently travel between NYC, Orlando, Chicago, and Allentown. Not only are holds put on my card even when I specifically call them and tell them I'm travelling, they actually YELLED at me that I had to change my billing address even though the address listed is one of the homes that I frequent. When I refused, they insisted by sending me the form to complete. No thank you, that's one of my homes. To further make it difficult to use your debit card, any time you use one of the mobile POS systems that smaller businesses and things like fairs and flee markets have, it is flagged because the billing address is somewhere else. Unlike other banks that send you an email and ask if it's you, they instead put a hold on your whole card without verifying with you. Overall, just inconvenient, and often lacks friendly service over the phone. If you want to be lectured by "customer service" representatives, look no further. It's a shame too- the building is beautiful and some of the people I've spoken to there have been really nice, it's either a few with bad attitudes or maybe they decide to drop the charade over the phone. UPDATE: When American Bank did not have my new number (which I faxed in over 4 weeks ago because it needed to be a written change if it was phone number and email, and was told their system was down but they were sure they got it), they contacted my father instead, who also banks there. It should be noted I'm in my late 20s. User beware if you give an honest review here, they will call your parents.

I've been with American Bank for more than 5 years. I've had excellent customer service, like the…read morefact that I can use 2 ATMS ( foreign) at no charge, convenient location, and knowledgable staff. My primary benefit using this bank is no fee checks ( I'm a "senior", and I use their online banking for almost all of my bill payments. This saves me time and money. I also like the fact they have some Saturday hours. The location is closeby and convenient. It is a bit of a downside because there are no branches.