If it is family values. integrity, honesty, privacy, caring, excellent service, and most of all…read moregreat financial planning, you are looking at the best in the valley...

From the owner: A Better Way Financial is dedicated to helping clients and their families succeed in planning their…read moreideal retirement. With over 35 years of experience, our goal is to help you with the growth and control of the money you worked so hard for. As independent, fiduciary financial planners, we focus on creating personally tailored retirement plans that are always in your best interest.

Professional, reliable and helpful. The VN team has managed our investments in accordance with our…read moregoals (sustainable growth and moderate risk tolerance) for several years. Tom and his team take the time to understand your situation and develop a financial plan that helps you achieve your goals. We have monthly phone calls to review our accounts and discuss any changes, either in our situation or in the financial situation. We also have a annual meeting during which we take a deeper review. We would strongly recommend Valley National to anyone

Horrible, rude, abrasive. My father had nearly 1M in investments with Valley National when he…read morepassed away. As a beneficiary, I called twice to get some information. I spoke to Donna both times, and both times she treated me like garbage, refusing questions with outright hostility. She could of asked me to come in for an appointment, or offered to have Tom Riddle call me back if she couldn't give or didn't know something; neither were suggested. Nasty and unhelpful, operating like this, how ever do they get or keep clients?

Not only do I want my financial advisor to be an expert with a solid track record, both…read morequantitatively and qualitatively, I want them to be ethical and to have good communication. Ethics is what one ought to do and ethos is what one actually does. When an organization has a  mission statement and values but does not actually live it out, their ethics and ethos are not aligned and cognitive dissonance can occur leading to bad decision making (i.e. Enron, Bernie Madoff, etc.). Communication can be described as the process of "message sent, message received, message understood." Dianne Denison checks the boxes in all of these areas. Not only does she practice what she preaches, but she also makes sure she understands your goals and aspirations and adjusts your financial planning accordingly. In a world where anything can happen, I feel a little bit better knowing that people like Dianne Denison are in my corner.

Working with Kevin was amazing last year! Kevin was very informative and answered my flurry of…read morequestions that I had since we had our initial call. Kevin didn't come off as impatient or incompetent as the CPA's I called before finding him. I respected and appreciated that if Kevin didn't know something off-hand he followed up promptly and thoroughly with explanations that are digestible. He's responsive, straightforward, and collaborative so it was a breeze to do my taxes with him. I look forward to working with Kevin for years to come and I like that I'm comfortable enough to refer him to people in my network.

I was a new client for Kevin this Tax Year. Coming from California, he was extremely knowledgeable…read moreabout other State Tax Laws and answered any questions that I had for him. Very responsive and extremely reasonable on what he quotes you as far as price point.

Jerry works beyond what is expected. He is quite knowledgeable, helpful and very concerned for all…read morehis clients. The rating system doesn't go high enough to do him justice!

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

Needed a document notarized, searched "notary near me " first business that was listed in the…read moresearch was Smart Cents. Went to their location, they DO NOT offer notary services even though their website says they do!

Great service, reasonable fees, and it was quick and convenient. Highly recommend.read more

I needed help with a tax issue and Bill was open, informative and honest with his help…read more I now use his service to prepare my taxes each year. I love that they are close to my house and they have a beautiful golden retriever in the office. I highly recommend them!

Very professional CPA. Everyone that works there is very kind and helpful!! I get my business and…read morepersonal taxes done there. Been going to William for many years and will continue for many many more!!