Keywords: establishment,finance,point_of_interest

Raymond James Financial Services - Lancaster (PA)

Address: 🏡 451 Granite Run Dr, Lancaster, PA 17601
Phone : +1 (717) 569-0232
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJYW-ri5ojxokRZNlLjdDWov8

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    • Hershey Financial Advisers, LLC - Lancaster
    Morgan Stanley Financial Advisors - Lancaster
    G E: boiler room operation running out of an unlabeled nearly vacant building. gladly takes your assets but stonewalls withdrawal and transfers. ridiculously high commissions. put the SEC on your speed dial before depositing your assets
    Align Wealth Strategies - Lancaster
    Phil Lapp: This is the best 401K provider and financial planners around! They have a solid team of people.
    uFinancial Group - Lancaster
    Lauren McAteer: Buyer beware this firm is not responsive capable of providing accurate information to support clients. After being handed over when our initial broker left, we were never informed our of new contacts. The team was never interested in supporting our existing policies. When ultimately trying to cancel policies due to the total lack of service, Paul Broomell provided false and inaccurate information about how to do so. This caused several months of delays and (conveniently for them) further premiums on our end. He told us to contact his secretary who would assist. No response. When pressed he later gave us a 1-800 for Mass Mutual that routed to a broker line, not a customer line. When we finally got through to someone at Mass Mutual they told us the broker could have issued a stop payment for us on there end. Yet this never happened. Finally the corporate team was able to process our cancellation. I will never use Mass Mutual in the future and do not recommend UFinancial.
    Savant Wealth Management - Lancaster
    Northwestern Mutual - Lancaster
    Scott Martino: Couldn’t ask for a better financial planning team.
    Concise Financial Advisement, LLC - Lancaster
    Loeffler Financial Group - Lancaster
    Greg Rath: Been doing my taxes for many many years like 20+ and I keep going back. They are busy but do an amazing job with different t options like in person tax or drop off and a wide spread of hours for appointments
    RBC Wealth Management Branch - Lancaster - Lancaster
    Jrw 1963: They dont answer their phones. You have to leave a number and they call you back at their convenience.
    JFS Wealth Advisors - Lancaster
    Vince Nolt: Very diligent highly recommended!!!