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May 2025 by Yitzy Dier
My wife and I have been working with Highland for just over a year now, and we are especially grateful and pleased to be working with an advisory group that takes such personalized care of their clients. From helping us develop our financial goals, to designing an investment strategy that suits our risk profile, to beginning to plan our estate, Highland Financial has been instrumental in guiding our financial story so far.
AnnaMarie, Joey, and the team, equipped with a breadth of knowledge and a capable network, are always available for any questions we might have in our day-to-day financial journey. My wife and I are confident in their guidance and intuition, trusting that the advice given has been duly researched.
We appreciate the ease and comfortability we feel when working with Highland, and especially value their strong adherence to the fiduciary oath. I thoroughly enjoy every meeting we have with our team. For other young couples looking to develop their financial lives, or anyone alike, I seriously recommend Highland Financial.
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May 2024 by Ryan Broedlin
I have worked hand-in-hand with Highland Financial Advisors for a number of my estate planning clients. I have been incredibly impressed - not only with the results they achieve for their clients from a financial perspective, but also the level of attention they give to each client and the way they work to address all facets of their clients' financial well being. They go far beyond just considering investments and financial returns, keeping an eye on estate planning, tax, and insurance matters among other things. I always know my clients are in good hands working with the Highland team and look forward to a long partnership with them.
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May 2024 by Merrill Martin
I have been collaborating with Joe Goldy and his team at Highland Financial Advisors for several years now, and I cannot speak highly enough of their services. As a CPA, integrity, honesty, caring, and financial expertise are paramount to me, and Joe embodies these attributes. What sets Joe apart is not just his deep understanding of financial matters, but his commitment to his clients' well-being. I look forward to continuing our working relationship for years to come.
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May 2024 by Len Rybka
My wife and I are very happy with our decision to partner with the Highland Financial Advisors team to manage our retirement and investment accounts. Their professionalism and customer focus is apparent from the moment we began working with our dedicated team members. They take the time to know our short and long term dreams and goals, then built that into our personalized investment strategy. They maintain a two-way communication channel with timely updates and check-ins, always keeping us in the best possible position. With such uncertainty in the financial markets, it's comforting to know that our portfolio is in good hands and we can focus on enjoying our retirement.
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May 2024 by kim lorah
Joe Goldy is much more than a Certified Financial Planner - he is the catalyst for achieving life goals. He specializes in working with women impacted by divorce who often need to create revised goals due to this major life change. As a Certified Divorce Coach, I confidently refer clients to him for his financial guidance and expertise and I value his collaborative partnership when working with mutual clients. Joe is trustworthy, competent and skilled in helping clients understand cash flow and create financial goals, and does so with empathy and sensitivity to the challenges that divorce brings.Divorce typically creates significant financial fears. Joe is masterful at gathering the financial pieces and assembling them in a way that is understandable to clients so together they can make the best plan for their future. He is truly an invaluable asset to women transitioning into newly single heads of households.Kimberly Lorah, LPCDivorce CoachBlossom Coaching, LLC
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May 2024 by Abigail Kahl
Joe Goldy is phenomenal. He is patient, kind and knowledgeable. He really listens to his clients and helps them with their total financial picture. I know that, as an attorney, when I recommend my clients work with him, they are extremely happy with his services. I highly recommend him.
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May 2024 by Robert Murray
I am the managing partner of the Murray Firm, LLC which provides Estate Planning, Special Needs Planning and Elder Law Planning to clients in New Jersey, New York and Pennsylvania. I have had the pleasure of working with Highland Financial Advisors, LLC and their team for close to 10 years. Their individual client-centric approach to financial planning and high end service make it easy for me to recommend them to any client in need of a financial advisor.
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May 2024 by PAUL SISKO
My wife and I found Highland Financial in their early stages of business. They have always had our best interests at heart and now about 15 years later we are still very happy with their advice and more. They not only take care of our finances but advise us about our assets in terms of our home and how to protect it from estate taxes upon our passing. We are very appreciative of their continued caring for us personally as well as looking out for our family.
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May 2024 by Jacob Lowy
Very helpful and knowledgeable group that has been a pleasure to work with!
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May 2024 by Lorraine LaTempa
I have trusted Highland Financial Advisors for over 15 years. My growth portfolio has increased nicely. The team listens attentively to my concerns while offering sound advice and education. Mr. Joseph Goldy has been helpful in guiding me with my financial questions while Mr. Reed Frassa has overseen our goals. I have recommended this professional team to family because of their ability to assist with all types of financial planning insight while in doing so, making me feel comfortable in the process.
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April 2024 by Laura Smith
I’m very impressed with the service I’ve received from the team at Highland Financial. Joe Goldy and Joey Casolaro are very knowledgeable. I definitely recommend them.
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April 2024 by Bill O'Brien
I highly recommend Highland Financial Advisors as your wealth management firm.I was (still am to a degree) a self-directed investor for my entire adult life but decided that we needed some professional advice in our retirement planning. We tried a series of investment planning companies from our bank, to our brokerage firms, to an 'independent' financial planner that turned out to be a glorified insurance salesman, to finally a 'highly recommended firm' used by co-workers. In each case, we were disappointed in many aspects of the relationships including the high fees and in their cookie cutter approach to managing our money.My wife and I have been working with HFA for over 7 years now and love their highly customized, individual client service and their relatively low, transparent fees. Their client management team approach works well for us. Our main contact, AnnaMarie, is highly capable and very responsive to our questions, as are all the HFA team members we deal with. They clearly have our best long term financial interest at heart.Using various strategies, our HFA team has actually saved us money that offset much of their fees. They worked many hours with us to understand our goals and help us feel comfortable that our jointly developed plan will be successful. We meet regularly to update the plan as our needs and goals have changed. Now they even work with our adult children which gives my wife and I peace of mind that their financial futures are in good hands.You won't go wrong talking to HFA to see if their conservative, highly customized wealth management approach is right for you.
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April 2024 by Anthony Fragomeni
What a fantastic group of truely professional individuals. My advisor and support staff always go above and beyond to ensure we are comfortable with all portfolio decisions that are made. There's no question they wouldn't answer. Highly recommend this team!
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April 2024 by Anand Ramanathan
Anna Mock help put our Financial Future in FocusMy wife and I were looking for a financial planner who could help us navigate the bigger picture. We're both fairly comfortable managing our day-to-day finances, but when it came to long-term planning and aligning our goals, we needed some expert guidance.We were impressed with Highland Financial's fee-based approach, which meant their focus was on our financial success, not product sales. Our advisor, Anna Mock, truly embodied this philosophy. She took the time to understand our individual goals and risk tolerance, then presented a clear roadmap for achieving them.Anna's expertise was evident in her ability to explain complex financial concepts in a way that was easy to understand. She presented us with the trade-offs involved in different strategies, empowering us to make informed decisions about our future. We particularly appreciated her help with life insurance, retirement planning, and cash management strategies.Working with Anna and Highland Financial has given us the peace of mind that comes with a solid financial plan. We highly recommend them to anyone looking for a trustworthy and objective partner in achieving their financial goals.
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April 2024 by Pamela S.
My husband and I have been clients of Highland Financial since 2018 and we’ve been very happy with the personalized service they provide us. Our team, led by AnnaMarie, is truly a pleasure to work with. They’ve really taken the time to get to know us, learn what our goals and priorities are, and have developed a comprehensive plan to help us achieve those goals. They continue to meet with us throughout the year to make sure we are on track and are always available to answer questions and provide guidance. We feel comfortable and confident in their abilities and highly recommend them!
