Barr Associates Financial - Lebanon (PA)

Brian Egan Enough cannot be said about the level of professionalism with which Randy conducts his Wealth Management Firm – From the moment you sit down with Randy, you get a sense of ‘Why’ he is in the business. It is easy within the industry to strictly make it about dollars and cents, however, in Randy’s case, it is about dollars and making sense. Education, objectivity and accountability are the foundations upon which Warren Financial has built itself into a trusted and proven player in the Wealth Management world. Randy forges genuine partnerships with his clients and his philosophy lends itself to a collaboration of minds, finding the most appropriate balance of investments for each individual portfolio. Randy’s track record is a testament to the sound and measured investment advice he provides to all his clientele, however, it is the intangibles that set him apart from the rest. Whether you are looking for maximized return on investments or financial flexibility and security, it is actually the value proposition he provides in his authenticity that makes him a true industry leader.

Stephanie Wolff Excellent service!

Crystal Burnsworth Never in the office when he needs to be. He only opens his office for 4 months out of the year. Nobody ever answers the phone. Even the local courthouse doesnt know how to get a hold of him.

Larry Miller Scott was extremely knowledgeable and very patient with us. I am a very detail oriented person and my wife and I have very different risk tolerances. He walked us through everything until we were totally comfortable and ready to make our decisions.. We’re very happy with our choices.

Lee S. Completely misleading! They aren’t associated with the ‘Wells Fargo Bank’ or ‘Wells Fargo Mortgage.’

Thomas Harmon George Kramer is an honest and trustworthy wealth management advisor

Danielle Edmond I applied for a vehicle loan. Talked to a guy named David Scholtz. He informed me that I had past due student loans. I had no idea bc I never went to college and said I would dispute it. We proceeded with the loan, got a bill of sale, drove 2.5 hours to see the ehicle and test drive it, Dave sent me my monthly payment amount. I asked for the APR percent. He said to Google it. I said what do you mean? You cant tell me what percent Im signing for? He said to google the Rule of 78. I was off-put that he wouldnt tell me but I googled it and replied too him, that according to Google, that lenders, even ones usuing the Rule of 78, have to disclose the amount of the APR... so then he emailed it to me. I set everything up with the dealership to proceed. After realizing there was a closer location, I asked to have my application transferred so i wouldnt have to drive across town to complete the loan. I had even made sure that they werent commission-based so there will be no loss to Dave and they arent. They said they would transfer it. The next day, I called again and they said I was now denied. I asked why, they said bc I had student loans. I said, he knew that before we started. HE was the one who even made me aware of it. I tried to talk to him twice and he was "busy" each time. I never said anything negative or raised my voice but let it be known my experience was extremely disheartening and ppl need to know how they operate.