My financial journey with Anthony begin 18 years ago. I had to roll over my retirement pension…read morefrom an employer where I no longer worked. I did not know anything about finances or preparing for retirement. I trusted Anthony and his financial knowledge. He took time to explain options and what he believed would be best for me. When others were losing money over the past years, I made money! He has made the best financial decisions for me and now that I am retiring I can do so with financial comfort! I am very grateful to him and his kind staff! Grace Becker

I moved all of my assets to Anthony LoCascio four years prior to my retirement (in hindsight, I…read morewish I had done it earlier). This was the best decision I made, outside of marrying my wife. I no am no longer watching the market constantly with a pit in my stomach, wondering if I made the right financial decisions while the market is jumping up and down. That is Anthony's job now and he is doing a fantastic job! He will listen to what your concerns are and what you wish to accomplish to be happy and secure in retirement. Then he will come up with options to reach your goals. He does no rush you out of the office and will explain thoroughly the opportunities available to you to reach your goals and give you peace of mind. He is also very patient in explaining all of the financial options available. He also has a wide network of experts that are available, if you have those needs. We needed some Medicare and accounting advise and his referrals were great. His staff are also very professional, reachable, competent and friendly. I wish I had switch over sooner in life. I would have had less stress knowing I was taking the right direction toward a sound retirement. The ups and downs of the market no longer bother me as Anthony has position us well, and now it is his job to watch the market. Thanks Anthony for all of your help and also to your lovely staff. I highly recommend using Anthony LoCascio Consulting. Tom Carey

Mr Akaway is very friendly. Service requested could be of…read morebetter quality. He is not very responsive.

Professional work at a reasonable price. Understands complex tax and legal issues. Offers…read moredetailed accounting reports, supports business transactions and solutions to real business issues. Assisted us with our new home purchase and help us secure a great deal on our home mortgage. Answers questions directly and provides a lot of advice. Small town office. Convenient location with plenty of parking. Will definitely use again. Tom A.

After looking at a lot of Groups to organize my family and get ready for retirement, Alliance…read moreWealth took the time to sit down and plan out our lives. Ken and Paul were easy to understand and made this ordeal easy to understand. There are Larger groups here in Flemington that seem to talk down to you and make you feel that you are not welcome into their group. A lot of Finance groups just want to sell you an insurance investment where you are locked into them for 7 to 10 years. Ken laid out a solid plan, They performed a stress test and came out with a plan to see if you will outlive your retirement money. They don't take control of your money, just manage how it should be invested. Your money will stay with Schwab, Etrade, or another firm. I enjoyed being treated like an adult without feeling like a 2nd rate citizen. We don't have alot of money but, they still made my wife and I feel like we where the only thing important to them. I would recommand Alliance Wealth to my friend and family.

From the owner: Gone are the days where you are the middle man between your Financial Advisor and your Accountant…read more At Alliance Wealth Management Group, your Financial Advisor and your Accountant work side-by-side! We invite you to come experience the unique and one-of-a-kind Alliance Integrated Advantage: - Professional management of your investments - CPA-prepared tax plan & tax return - Wealth Accumulation & Retirement Success Strategies - Personalized financial plan prepared by our CFP® Professionals

I would give zero stars if possible…read more I have been a long time customer for my small business. I had serious reservations about a fund they were management for my business. I sent emails looking for other options and the owner provided me with information about the fund that I found to be objectively false and I provided him screenshots to support my opinion. Instead of working with me to find alternatives or explain why he believed his opinion is based on fact, he canceled my companies plan. Talk about TRIGGERED. WHAT A SNOWFLAKE. This is beyond the pale. I have NEVER been treated so disrespectfully by a vendor. This company nor Keith Steidle deserves you businesses. Sma businesses should avoid this company at all costs.

The only financial company out there that has real people answering the phone still! When I call…read morewith questions, I never have to waste time jumping through answering systems and call forwarding just to get put into a voicemail box to leave a message that never gets returned. At Steidle, a friendly, knowledgeable representative always answers the phone and my questions are answered immediately. The amount of time, frustration and money that my company has saved by using this firm is countless!

My parents use Beacon Financial to help with their finances for retirement and I am not a client of…read moretheirs. This group is the most thoughtful, kind and most of all brilliant. They are truthful so therefore helpful in what is best for your financial future.