Allan Thompson - Ameriprise Financial Services, LLC - Lancaster (PA)

Sherry Johnson Made it extremely difficult for a 95 year old retiree

Amelia Conway The advisors here are knowledgeable, but their affiliation with LPL Financial means high fees, layered costs, and low transparency. After digging into my accounts and understanding how much I was really paying, I moved my money out. You’re almost always better off doing DIY investing with platforms like Fidelity, Vanguard, or even Robinhood, rather than giving away a percentage of your portfolio every year for advice that may not actually serve your best interest. If you do go with Lehigh Valley Investment Group, ask directly and specifically how your advisor is compensated. That includes AUM fees, commissions, and revenue-sharing from the products they recommend. Don’t just take “we’re here to help” at face value—follow the money.

Esteffani Alcantara It was a great experience working with all staff members, especially Miranda Olmeda.

David Tulsa Im a Tax Preparer and I have used EPS since 2006. I have had a few problems and I was always able to fix them with a phone call. Their fees are very reasonable too. 5 stars

Brian OBoyle Cindy an Sue at this location are such a tremendous help. I’ve had dealings with Sue over the span of a few years and she’s always been super professional and goes above and beyond to help. This particular situation was the first time I’ve worked with Cindy but she was also very professional. It’s rare to get a good customer service like these to provide in this day and age definitely should be acknowledged they are both a tremendous asset to Community Bank

Tyler Wise Joe- is a great agent, team is awesome, great people to do business with.. If you havent checked them out yet you should.