Joseph A. Catanzaro, CFP | Oak & Stone Capital Advisors
545 North Bethlehem Pike, Ambler, Pennsylvania, United States
About the Joseph A. Catanzaro, CFP | Oak & Stone Capital Advisors
Joseph A. Catanzaro, CFP | Oak & Stone Capital Advisors is a finance institution located at 545 North Bethlehem Pike in Ambler, Pennsylvania, United States. Specializing in wealth management and financial planning, our team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic investment solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
Photos of Joseph A. Catanzaro, CFP | Oak & Stone Capital Advisors
545 N Bethlehem Pike Suite 203 - B, Ambler, PA 19002, United States
Opening hours of Joseph A. Catanzaro, CFP | Oak & Stone Capital Advisors
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Joseph A. Catanzaro, CFP | Oak & Stone Capital Advisors
"Joe and his team are prompt with information and keep me up to date with easy to understand explanations of the economic cycle and how those cycles impact my account. My wife and I appreciate Joe's availability and willingness to engage with us whenever needed. I also find the one on one updates extremely helpful. I highly recommend Joe and his team!"
"Joe Catanzaro and his team are absolutely incomparable in the service they provide my family. Their preparation is meticulous,thorough and customized to my family's needs and goals. They are always checking in with me to make sure nothing has changed in my life situation that might impact my financial plan. This office sets a very high bar for customer service. Always prompt and personally engaged, any needed support is readily available. I feel safe here in these turbulent financial times. So glad I found you guys!!!!"
"I have had the privilege of working with Joe as my financial advisor for several years now, and the responsiveness, personalized service, and professionalism from Joe, Karen, and Linda has been exemplary. Whether it be a Quarterly check in meeting, or a question or need that randomly arises, Joe takes the time to understand the question, need, or concern, and provides information, options, and considerations I may have not taken into account. If it is a unique situation based on my employer’s specific benefits package or offerings, Joe takes the time to research to provide accurate information and answers. I would not, and have not, hesitated to recommend Joe to family and friends."
"I have had the pleasure of working with Joseph Catanzaro of Oak & Stone Capital Advisors, my financial advisor, over the past several years, and I can confidently say that he has made a significant positive impact on my financial situation. He has helped me create a comprehensive financial plan that aligns with my goals and risk tolerance. He is always available to answer any questions I have and provides me with regular updates on my portfolio’s performance. With Joe’s guidance I have been able to achieve my financial goals through a pandemic and other adverse situations. What sets Joe apart from other financial advisors is his ability to truly listen to his clients and understand their unique financial situations. He takes the time to explain complex financial concepts in a way that is easy to understand, and he always puts his client's needs first. In addition to his technical expertise Joe is also a person of integrity who operates with the highest ethical standards. He is committed to transparency, and always provides his clients with complete and accurate information. I feel confident about my financial future, and I highly recommend Joe Catanzaro to anyone looking for a knowledgeable and trustworthy financial advisor. Should you choose to work with Joe, I am confident that you will be in good hands and you will receive the expert guidance you need to achieve your financial goals."
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