Advisory Services Financial LLC - Lancaster (PA)

Jordan Connell staff was so nice.

John Wilson My wife and I have been very happy with Mike Nedreski and the staff at White Oak Wealth Partners. Mike has looked after our investments for over thirty years. He has set us up into a sound investment program that aided us in putting our three children through college and establishing our investment program for retirement along with a very good the Long Term Care insurance program. The personal attention Mike, Amy, Tiffany and Travis always give to the concerns we may have over our investments is much appreciated . My wife and I highly recommend Mike and his White Oak team!

James Markson Great people. Great advice.

Gillian Springer I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.

Julia Herbst Eric Orlovsky Tax Services is excellent! He has prepared my husbands taxes for his income and business for decades and we have continued to use his services even now after we moved out of state! Self employment, rental properties, sale of homes, estimated withholdings, gaps in employment - you name it he handles it promptly and expertly. This is a business professional you can trust. The communication is easy and flexible! Eric has a way of explaining all the financial consequences and tax variables clearly so we can make informed decisions. We value his advice and service as top notch and highly recommend him.

Marie Domhoff Always a pleasure to see Mark and his staff!

Bryan Johnson Excellent service! 5 stars!

Rick Brocious Katie was absolutely fantastic and helpful.