1. Lincoln Financial Group

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Chesterbrook, PA

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Lincoln Financial Group

1.0 (1 review)

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11 years ago

Does not offer all policies on an individual basis. Not very customer oriented.

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Trinity Wealth Management

Trinity Wealth Management

(1 review)

I have been using Trinity Wealth Management headed by J. Charles Mann for over nine years. Trinity…read moreWealth Management style is a customized plan to match your particular needs and risk level. He carefully reviews your assets, plans, and goals. I have used Charles Schwab and Merrill Lynch before and felt their priority was their own self-interest and not the client. I have never felt that way with Trinity Wealth Management. Their team of experienced professionals guide you through the process so you are comfortable with their strategy and the plan fits your goals. You have timely personal in office reviews and robust online tools so you can monitor progress and your objectives. So if you are tired of being an unappreciated client, or need a professional review, or want a local firm that will care about you, Trinity Wealth Management is the firm for you. You will be very pleased with their approach of developing and implementing wealth management strategies and creating a unique vision for you. You can feel confident and secure your financial goals are being monitored so you can pursue the areas of your life that bring meaning and purpose. I have no hesitations about giving them a full recommendation and I'm confident your experience will be a positive one. Please give them a call for a free consultation. Bruce Bittenbender

From the owner: At Trinity Wealth Management, our goal is for you to have financial contentment, allowing you to…read morepursue the areas of your life that bring meaning and purpose. We help our clients obtain it through comprehensive guidance, innovative strategies and extraordinary service.

Vanguard Group

Vanguard Group

(444 reviews)

Vanguard is a financial group that offers different levels of investment structures…read more They are in many big companies who offer a 401K to their employees. You can open an account as an individual as well. They offer 401k, Roth IRA, Money Markets, Mutual Funds, Education accounts, General Brokerage Accounts, SEP-IRAS, 403(b) plans, Cash Plus Accounts, and much more. I have a 401K managed account through my work. I also open a ROTH IRA that I manage myself along with a Taxable Brokerage Account for savings. I love investing in VOO, VTI, and QQQ. I have a few individual stocks like Amazon, Apple, Google, and Chipotle. I am not an expert! I am a conservative. I am now too old to be a risk taker! I see a lot of negative reviews on here. I am an investor in my future. I have never tried taking any money out. I cannot vouch for the negativity. With that being said, I do not only use Vanguard. I also have three other different sources of investments companies to keep a balanced retirement portfolios. Overall, I do a steady investment. I have never withdrawn anything. So far, they have been good to me.

In 2020, I set up my estate plan to go through Vanguard, and they're named in my trust. But…read moreVanguard doesn't simply accept a trust. It has to go through a review process, which I have no problem with. The problem is that I can't get anyone to tell me where it stands. Calls go unreturned, and every time I call I get a different answer from a different person. After years of dealing with a Swiss bank, I find that unacceptable. Their phone system is also terrible. People say Vanguard is a great company, but that hasn't been my experience. If all you're doing is buying and selling ETFs or bonds, it's no big deal. But I can't get a straight answer on whether they'll accept my trust, and that's too important to leave hanging.

Lincoln Financial Group - financialadvising - Updated October 2026

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