Keywords: establishment,finance,point_of_interest

Savant Wealth Management - Lancaster (PA)

Address: 🏡 1869 Charter Ln #302, Lancaster, PA 17601
Phone : +1 (717) 393-9721

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJq6pqA187xokRXh969FwSpNA

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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
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Jrw 1963: They dont answer their phones. You have to leave a number and they call you back at their convenience.
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Vince Nolt: Very diligent highly recommended!!!
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Kathy: Today is my first payment due date, called office earlier in the week and they assured me the payment would automatically be deducted from my account today, but it has not. Furthermore there is no customer service available after hours for situations like this. Never have I encountered a problem of such magnitude without having some rep. to communicate with to resolve this problem.
Patterson Financial Services - Lancaster
Kim Reese: Craig, Alex and Wendy all went above and beyond helping me when both of my parents passed this year. They didnt hesitate to help me with handling their life insurance policies and other insurance policies that my parents had with Patterson financial. I appreciate all the help they provided for me. I highly recommend Patterson Finacial for all your needs. Kim Reese- Shoff
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MIGDALIA MEDINA: Hassle free and I was very satisfied on how quickly the process went.
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Fulton Financial Advisors - Lancaster
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!
Lendmark Financial Services LLC - Lancaster
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
Summit Advisory Inc - Lancaster
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.