Keywords: establishment,finance,point_of_interest

Corto Financial group LLC - York (PA)

Address: 🏡 1938 Security Dr, York, PA 17402
Phone : +1 (717) 747-0000

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ6ZyEGkCJyIkRgi_l3q5Wc6Q

Others Near York,PA

IWS - Integrated Wealth Solutions - East York
IWS - Integrated Wealth Solutions
Lauren Logan: I honestly cannot say enough good things about working with Chris and TerraWealth. He breaks down financial planning in a way we can understand. He’s always available to answer questions and is quick to respond. We recently bought a new home and Chris was more than on top of things to get all the necessary paperwork for the mortgage company. It was seamless for us. 100% recommend!!
Merrill Lynch Financial Advisor Nicholas Sciotti - York
Merrill Lynch Financial Advisor Nicholas Sciotti
Baker Financial Group - Dover
Amie Baker: Extremely knowledgeable!
Edward Jones - Financial Advisor: Bob Halbert, CFP®|AAMS®|CRPS™ - York
Stages Planning Group, LLC - East York
MD Transplant: I recently retired from a large, well-known hospital in Baltimore, my retirement fund was with their contracted financial group, also as large and impersonal as the hospital, albeit not as "famous". I decided it was time to take a more hands on approach with my finances and thats when I met Conner Brady from Stages Planning Group. Conner couldnt have been nicer or made our first meeting more comfortable and convenient, first by asking if I preferred to meet in person or via Zoom. I chose Zoom and it was a good thing for me that I did, because life never goes as planned, my 3-year-old grandson was dropped off an hour before my meeting. Not only was Conner very patient and flexible while I was trying to wrangle my grandson, but he also genuinely knows his stuff! He was honest with me, told me what I needed to know, not what he thought I wanted to hear, did not talk over my head, as the other financial planners had, didnt try to sell me anything that I didnt want or need and suggested what he thought would best suit MY needs. In short, I highly recommend the Stages Planning group. I have since had the pleasure of meeting both Lou Leyes, owner of Stages and colleague Marcus Snow. I would recommend any of these guys to my friends and family, but I was particularly impressed with Conner Brady for his patience and not missing a beat while explaining to a practically, financially illiterate grandmother with a 3-year-old on her lap! Well done job Conner Brady!
Mayer Wealth Advisory of Janney Montgomery Scott LLC - York
Emily Sides - RBC Wealth Management Financial Advisor - York
Brock Hively - RBC Wealth Management Financial Advisor - York
Jagodzinski Financial Boutique - Sugar Notch
Doreen Crawford: Outstanding personalized service! Carla is so knowledgeable, and patient. She was sure to review all options thoroughly to enable me to make the best decisions to attain my personal financial goals. I cannot say enough good things about her positive and personalized approach. I never felt rushed to make a decision and she spent an extraordinary amount of time with me to be sure I felt confident in my decisions. She is an absolute rare gem in her field!
Bankers Life - Wilkes-Barre
Bankers Life
Elijah DAngola: This agent lies to people to try and steal clients from other local agents. My client reached out to me saying the gentleman from this office stopped AT HIS HOUSE. Knocked on his door and proceeded to lie to his face about knowing me. This client is a close neighbor and family friend so he thankfully knew better. Everyone should be wary of the shady business practices occurring in this office. STAY AWAY, as who knows what else they’re willing to lie about to try and steal you away from a trusted agent/ relationship.