CM Financial Advisors LLC - Wyomissing (PA)

5 /5 Jackie Beem: Chris is an experienced financial advisor who is passionate about his work. He has maintained a personal relationship with me and inspires a real sense of confidence and trust. Because he has taken time to get to know me well, he is able to take a holistic approach when considering options for my financial plan. Chris has a deep knowledge of financial concepts and encourages spending time with me throughout the year to keep me updated and answer my questions. I have recommended Chris’s services to family and friends, all of whom are very satisfied.

5 /5 Greg Boisvert: Chris Mueller is our trusted Financial advisor. We depend on him for all of our financial decisions. Chris is extremely intelligent, competent and most importantly caring. He is always available and prompt to answer questions. We sleep better at night knowing he expertly handles our finances. We would highly recommend him if your portfolio is big or small.

5 /5 Cynthia Bennethum: This has been the best decision I have made to go with Chris Mueller as my financial advisor. Professional, courteous, intelligent, informative and just a really nice guy. He comes highly recommended by me. The entire office is professional and friendly !!

5 /5 Bryn Heist: I have been working with Chris Mueller at CM Financial Advisors for several years and highly recommend him and their services. Chris genuinely takes an interest in his clients, their individual situation for short-term and future goals. He asks questions, presents research and options and provides timely advice and communications. Chris’s priority is helping his clients build their portfolio through thoughtful and knowledgeable investing. CM Financial Advisors serves three generations of my family, all with their own situations and timelines, and we couldn’t be more pleased with our relationships.

5 /5 Robert Heist: For a very long time I have been interested and involved in financial matters. Since 2009, Chris has been my financial advisor. He is open, responsive, and highly professional who always puts his client’s interests first. All of my extended family members are now aligned with him. My relationship with him has been very positive and rewarding in all respects. Additionally, his firm performs quality tax preparation which is clearly beneficial for investors. For those seeking a first class financial advisor I highly recommend his firm.