Keywords: establishment,finance,point_of_interest

JFS Wealth Advisors - Lancaster (PA)

Address: 🏡 1853 William Penn Way, Lancaster, PA 17605
Phone : +1 (717) 975-0509

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ05AQO5Q7xokRAEOMUcvVGao

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    09-2025 JFS Wealth Advisors in Top 15 Financial Advisors in Hermitage, PA
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    MIGDALIA MEDINA: Hassle free and I was very satisfied on how quickly the process went.
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    Lynn Goldfarb: I found the practices of this operation to be deceptive and dishonest. They represented themselves as a division of Fulton Bank (their office was located next to the Royer Dr, branch of Fulton Bank). In fact, they were Raymond James. They told me they would purchase treasury bills for me for free. I opened an account, believing they were Fulton Bank, but when I later contacted them to buy T-bills for me as agreed (and learned they were really Raymond James) they refused to buy the T-bills for me. They wanted to sell me something else they could get cut of. They said had a "fiduciary responsibility" to only make transactions/investments that were in "my best interest" That is to say, in their best interest. Bait and switch at its worst!
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    Anthony Rivera: I wouldn’t recommend this location due to the lack of professionalism. Especially Roryann Reinbold didn’t seem to care about mimicking Martin Luther kings day with her colleagues. I thought she was a decent person over the phone, but didn’t seem like that in person. Spoke to me with a nasty sarcastic demeanor. I asked a simple question and she spoke to me like was incompetent. Almost seemed like if she was only nice until after the loan was approved. Christopher Rivera
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    David Caro: I have been practicing law for 27 years but hadnt had the privilege of working with Ronald before a recent transaction. I honestly have not seen any business broker work so hard to shepherd a transaction through as Ronald. Ronald devoted his full time and attention to the transaction and no details were left unattended. Ronalds experience was evident as he understood all of the legal issues that were presented and in turn conducted negotiations on point, in the best interests the client; yet his decorum and conduct were that of true business professional. If anyone out there is looking for an excellent business broker, I would strongly give Ronald your consideration.
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    sl29: I just had my first meeting with Lisa for help with my buisness taxes and I have to say I walked in not knowing if she would be a good fit to help me as a small business owner. During our first meeting she related to my situation so well and shared her experiences and let me know that she can get me on track to meet my goals. I left with such a great feeling of adding the right person to my small team!
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    Priscilla Pettyjohn: We have been using Phillips Financial since it was formed in the 1970s. We have saved with them, borrowed from them, and planned our future with them. They have always been there for us...EXCELLENT!
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