I’ve been working with this wealth management company for a while now, and overall I’ve had a pretty positive experience. What stood out to me from the beginning was how approachable and patient the team is. I’m not someone with a deep background in investing, so it really helped that they took the time to explain things in plain English instead of using a lot of gibberish! And Pasquale and Chris are beyond accommodating.
They helped me put together a long term plan that actually feels realistic for my situation, rather than pushing some fits all strategy. I also appreciate that they check in regularly and adjust things when needed, especially when the market gets unpredictable.
Reply from CPC Wealth Management
Thank you for your feedback!
I was introduced to Chris Calabro in 2020 Chris reviewed my "financial plan" and insurance coverage, he set out a path for me making and implementing recommendations for investements a total layout for my retirement. I highly recommend his services. Chris and Taylor Miano are always available for discussions and adjustments.
Reply from CPC Wealth Management
2026.01.30
Thank you for the review, Anthony!
Pasquale Palumbo has been my financial advisor for over a year. At first my husband was hesitant on hiring an advisor but he quickly came to realize it was much needed ! Pasquale is insnaley good at what he does, he is also kind hearted and is ways available to answer any questions we might have . I highly recommend CPCs SERVICES !
Reply from CPC Wealth Management
2026.01.11
Thank you for your feedback, Lizette!
I am so grateful to have been introduced and working with CPC Wealth Management for some time now. Everyone is so nice and knowledgeable. Makes you feel way more comfortable and excited for your future when you have professionals that not only know what they are talking about, but stay active in your account a lot. The staff is incredible. Chris Calabro, Pasquale Palumbo, and Taylor Miano are just so accommodating and incredible. Thank you guys for everything and look forward to the future. Would definitely recommend to everyone.
Reply from CPC Wealth Management
2026.01.11
Thank you for the review, Justin!
I began working with CPC Wealth Management earlier this year, and I’ve had an excellent experience. Chris and Pasquale are knowledgeable, approachable, and genuinely invested in helping their clients feel confident and informed about their financial decisions.
They take the time to explain complex topics in a clear, thoughtful way and never make the process feel rushed or overwhelming. I truly value how personalized their guidance is — it’s clear they take the time to understand individual goals and create strategies that feel realistic and aligned with long-term plans.
Working with Chris and Pasquale has given me greater clarity and peace of mind around my finances, and I would highly recommend CPC Wealth Management to anyone looking for a trusted, professional financial planning team.
Reply from CPC Wealth Management
2026.01.11
Thank you for your feedback, Bridget!
I’ve worked with Chris and Pasquale at CPC Wealth Management for the past two years for both personal and business planning.
They’re knowledgeable, easy to work with, and excellent at breaking down the strategies available so you can make informed decisions. I highly recommend them.
Reply from CPC Wealth Management
2025.12.06
Thank you for the review, Chris!
I've been working with Chris & his team at CPC for a couple years now for financial & retirement planning. They are fantastic to work with and are always on top of creating strategies for us which take a holistic approach to our finances. Highly recommend CPC
Reply from CPC Wealth Management
2025.12.06
Thank you for your feedback, Eddie!
I have known Chris for many years and have had the privilege of watching his growth and success firsthand. He is at that rare sweet spot where he brings nearly two decades of experience while still having the drive and hunger of someone early in their career.
What truly sets Chris apart is his integrity. I trust him completely to handle all of my financial needs and I confidently recommend him to everyone I know. He has consistently delivered for me as well as for the friends and family I have referred.
It is rare to find someone in this industry who always puts others first. Chris does not get ahead by stepping over people. He helps everyone around him rise together. He has treated me, my family, and my friends as if we were part of his own and that means more to me than words can express.
I feel lucky to have known him for so long and grateful to have him managing my finances as my family continues to grow.
Reply from CPC Wealth Management
2025.10.17
Thank you for the review, Steven!
I've been working with Pasquale at CPC for several years, and both he and Chris are great. They took the time to understand my situation and goals, and helped put together a plan to achieve them. Even better than that, they're constantly re-evaluating our strategies and presenting new and different options to ensure our money is working as hard as it can for us. I can't imagine using anyone else to manage our investments.
Reply from CPC Wealth Management
2025.10.17
Thank you for your feedback, Sean!
Chris Calabro and the team at CPC Wealth Management are professional, knowledgeable and bring a personal touch to all interactions and sessions. I strongly recommend CPC Wealth Management for your financial planning needs.
Reply from CPC Wealth Management
2025.06.16
Thank you for your feedback, Ali!
I have been working with Chris Calabro for a couple years and have been incredibly impressed with his financial expertise, professionalism, and service. I look forward to working with Chris and his team for years to come
Reply from CPC Wealth Management
2025.06.16
Thank you for the review, Chris!
Right from the time I met Chris, I knew he was not only a good person, but excellent at what he does. He walked me through his process and gave me ideas about managing my money, even though I wasn't his client yet. After hiring him, everything I knew about him was true. He has done well for us financially, and he also looks at our entire picture and advises us in every area of our life that is affected by money. Chris has given us true peace of mind in knowing that with his help, we will continue to prosper. I HIGHLY recommend Chris and his team!
Reply from CPC Wealth Management
2025.06.16
Thank you for your feedback, Robert!
I have know Chris and worked with him for years. He is a very trustworthy guy and that’s important when you’re managing finances. Chris always looks at the big picture and helps to guide his clients to hit their future goals of wealth. I personally deal with him for both my business and personal needs and he has always been both charismatic and professional. If your looking for someone to help with financial planning, life insurance, 401k plans, or anything else I would highly recommend Chris and his team at CPC financial.
Reply from CPC Wealth Management
2025.01.04
Thank you for the review, Robert!
Chris has been advising us for about 3 years now and am very pleased with his service. He informs us of new investment opportunities that have been fruitful, easy to communicate with, and spends as much time as is needed to review our plans. Chris has also introduced us to his network of professionals that have been just as impressive as CPC WEALTH MANAGEMENT I.e, accountants, attorneys, insurance professional etc.
In addition, his wife’s bakery is great!
Thanks Chris
Reply from CPC Wealth Management
2024.11.12
Thank you for your feedback, Loretta!
Verified
Chris has been advising us for a number of years now. He has also introduced us to his network of professionals, I.e. accountants, attorneys, insurance etc.
He is easy to get a hold of, but contacts us more to introduce us to investment opportunities that have been fruitful. I will continue to work with him; I like the personal concierge service.
Chris is very professional and talented as well. I recently rolled my 403B retirement account over to him to manage my account and the returns were so much better than I had in my Vanguard Target Date account. He is also very proactive in communicating . I highly recommend Chris!
Reply from CPC Wealth Management
2024.10.04
Thank you for the review, Barbara!
