Brady Planning - Lancaster (PA)

Agnes When we had to withdraw money to buy a house in Florida we never received a call back to help us. His secretary would give us answers never had any answer by him always said this is what Jason said. We had annuities with the company he suggested big mistake. We had to call them for advise lost money cannot wait till I can move everything over somewhere else. He is a very pleasant man and I am sure he is very smart but I am very sorry I went with his company.

Geoff Y The team at Kaufman Financial Servies is very professional and thorough in their work. They have helped my family identify the best way to save money and plan for retirement.

Aye Creepn Washington PA office. I think his name was Anthony. Excellent customer service. Very professional, knowledgeable, and understanding. Made the process easy. I would definitely do business here again if needed.

Mark Cowley Jamie is well versed and one of the most knowledgeable advisors in the business