Keywords: establishment,finance,point_of_interest

Rowley Financial - Lancaster (PA)

Address: 🏡 600 J, Eden Rd Suite 4, Lancaster, PA 17601
Phone : +1 (717) 509-6060

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJH5v7M10jxokRASC3IYKqKaI

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    Christian Newcomer: Andy Sedora took the time to listen and understand my goals. I’ve never had a financial planner actually talk about how to get where I want to go with my money. Great guy, Great service.
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    Weston Varnes: My wife and I had 2 years of back taxes to file (totally our fault for dropping the ball) and hired Tom do them for us. It has been 6 months the IRS never received them said they were never sent in. He has completely stopped answering our phone calls, text messages, and emails. He surely had no problem taking our money for the “service” he provided.
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    bryna freeman: They do not return emails or phone calls. Be warned, if you use your car title as collateral for a loan, they will NOT give it back to you under any circumstances. My car needed thousands of dollars of repairs to pass inspection and I wanted to trade it in for a better car. They would not give me the title back to do a trade in, so I purchased another car and my old car is sitting in my driveway not being used and I cant sell it without the title. They told me when I signed up for the loan that if I needed the title back for any reason, they would work with me, however, I have been trying to "work with them" for months to come to a resolution and they dont return emails or phone calls. When I finally get someone on the phone, they tell me they will check what they can do and then never call back.
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    Edward Jones - Financial Advisor: Alicia ODonel, CFP®|AAMS® - Lancaster
    Howard Noble: My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!
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    Destiny: I recently used JB Top financial solutions to reclaim some dormant assets, and Im pleased with the results. The team was responsive and walked me through each step. The only reason I didnt give them 5 stars is because the process took a bit longer than expected.
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