Berkshire Investment Group - Reading (PA)

Danielle Grant Although my account had to be closed due to fraud , without the help of Diane and Chris at this branch I would have been in an even worse situation. Diane went above and beyond and took me without appts . Thank you both from the bottom of my heart .

Britta Alam We have been with LifeGuide for several years and can highly recommend them. What stands out to us is how they love the Lord and care for their clients. They are very personal and always do their very best in establishing the best possible financial plan. We started with LifeGuide and then the pandemic hit. We dont know what we would have done without them guiding us through that roller coaster. They provided security and peace of mind and still do. Christopher and Britta

Julie Bozich For the confidence and trust earned over many years through demonstrated expertise, competence and efficiency, I am grateful for Harvest Rock Advisors. Acute attention and responsiveness to our personal circumstances has made a significant difference. When my husband suddenly passed away, Tim and his team literally came to my rescue without delay, managing funds and coordinating seamlessly with other professionals, including our attorney and accountant. The ease and grace with which they managed the situation was and remains remarkable. Without reservation, I highly recommend Harvest Rock Advisors. In my experience, the team’s planning, execution and results have been impeccable.

Tonya Harvey Greeno Tax & Financial Strategies is hands down the best experience I’ve ever had with a tax professional. They don’t just file your taxes. They strategize with you to help you keep more of your money and grow it. I came in looking for tax help and left with a real financial game plan. They explained everything in a way that made sense, identified money I didn’t even realize I was leaving on the table, and gave me practical steps to build long-term wealth.

Luis Castillo Jon was excellent. He explained different plans in ways I could understand and even called me back to check in. Great customer care

Dan Slivka Highly recommend using Equilibrium Wealth Advisors for your financial and wealth management needs. My wife and I have been working with the team for 2 years at this point and have been consistently impressed with our financial advisors (Matt and Ben). Their thoroughness in every aspect of our financial planning gives us great peace of mind. We especially value their well-balanced approach, which helps us feel secure and optimistic about our future. Plus, their availability and responsiveness are outstanding – theyre always there when we need them.

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Gary Harcourt We have been working with Scott Sides and Brock Hively at RBC for several years. If you want an honest group to help you with financial retirement options give them a call.

Gary Biesecker Sean has been an excellent person to work with. We have had good results with our investment through him and he has been a great help in setting up our Medicare plans.