1. A Better Way Financial

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Allentown, PA

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A Better Way Financial

5.0 (1 review)
Open • 9:00 am - 5:00 pm

Services - A Better Way Financial

Estate planning

Insurance planning

Investment management

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4 years ago

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Nicholas D.

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The Rockland Group - Wealth Management

The Rockland Group - Wealth Management

(1 review)

I needed a new whole life insurance policy. We worked with an agent, never heard from him again…read more After a lot of calls, we found out he was no longer with the company and had offered us plans the company did not approve of. Ok, one bad apple... So we start over with a new agent. Takes forever to get a meeting set up. He is knowledgeable, and we chose a plan. He's going to roll over the old one into the new plan. We submit paperwork. I assume it's all taken care of. Months later, I get a bill. It's from the old whole life insurance plan. Turns out, no one ever rolled it over into the new plan! I emailed the agent and left several voicemails. No one ever called back. Not giving them any more chances this time. I'm closing the old plan and looking elsewhere for a new plan.

From the owner: Our company and its affiliates are established leaders in the financial services industry working…read morewith business owners to develop tax efficient business succession strategies and employee benefits, as well as, utilizing financial planning strategies to help individuals achieve their wealth accumulation needs and protect their families. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our mission is simple: to provide innovative and practical financial programs for our valued clients

A Better Way Financial - financialadvising - Updated October 2026

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