Testimonials

" We have been clients of Ronald Chakler for approximately twenty five years.  Over this period of time, Ron has been our trusted advisor availing us of his professionalism and expertise on our investment goals.  It is comforting to have someone like Ron to rely on for our financial security."

- Marian Weintraub

Levittown, PA

 

" Ron Chakler has managed my private and retirement funds for over twenty five years.  I have come to rely on Ron for much more than buying and selling stock.  I have always trusted his judgement completely.  Ron is a consumate professional and a very good communicator.  He is always objective and never recommends one product over another unless it meets my investment goals.  I have always valued his advice as well as his friendship.  The two people you trust most in life is your spouse and your financial advisor.  My trust has been well placed with Ron."

-Roy and Janet Wyland

Lanhorne, PA

 

" Being a client of Ron's for almost twenty years has been a very rewarding experience.  He has always been responsive to our needs and goals.  Ron is always very professional.  He makes sure everything is implemented  as we have requested.  Dealing with Ron is easy because he has a great sense of humor as well as being a great communicator."

-Bill and Kay Tomlinson

Hulmeville, PA

 

" Ron is in tune wth my needs and goals.  He is well educated and is an expert regarding investment products.   He happily responds to questions in a timely fashion while returning phone calls promptly.  Ron is not only a great advisor, he has become a good friend."

-Mildred A. Wolf

Feasterville, PA

 

" My parents were clients of Ron's.  They were not only happy with the service he provided but also liked him personally.  He always made himself available.  Unfortunately, my parents passed away.  I inherited part of their portfolio.  I knew nothing about what was involved with stocks and bonds etc.  Ron took the time to go over everything I needed to know.  I am very confident in Ron's ability to do what is best for me.  I am very happy with everything he provides for me."

-Keith Maltby

Loxahatchee, FL

 

" I have been Ron's client for approximately twenty three years.  He has used the utmost integrity in helping me achieve my investment goals."

-Mickey Hawran

Ingram, Texas

 

Testimonials may not be representative of all clients. There is no assurance your experience will be similar, and no assurance of financial success.