Concierge Financial Advisory - York (PA)

Laura Phillips My law firm has been using Frank Palermo and his team for accounting and payroll services for two years, and weve always been very happy with their responsiveness and attention to detail.

Babatunde Aj I used to have Apple credit card with Goldman Sachs’s. A merchant chqrge me $198.00 i filled complain with Goldman Sachs’s, I send all evidence to them even the merchant ask me to drop the complaint and they will give me my money back that it will affect their merchant business with master card which I say no . But Goldman Sachs’s find me liable for the amount after show the evidence. The same company charge me the same amount a year ago ,I fill complain and I won. Please don’t do business with this company again, I have to close my account immediately .

Vicki Cooke Amazing experience with Derek and John Carr. They were professional and informative in helping us set up our portfolio and most importantly our money has grown tremendously because of their expertise. In addition, John and Derek saved my elderly mother in law from some financial sheisters who were giving her bad advice by simply knowing their stuff. They helped her break away from them without incurring penalties and put her money in accounts where she gets the best return and where it’s safe. Highly recommend anyone to sit down with them to work out your best investment strategies for your retirement.

Marilyn Bevington Sally was very thorough while doing my taxes. Felicia didnt have any clients at the time so she came over and helped, too. Not only did that make me feel like a valued customer, but it also showed me how strong the teamwork is in this office. I am a repeat customer and always have a pleasant experience here.

Greg Dill Franklin Insurance has taken care of our vehicle title and registration on two cars with no hassle twice. They did a great job. Friendly customer service and professional.

Christian Newcomer Andy Sedora took the time to listen and understand my goals. I’ve never had a financial planner actually talk about how to get where I want to go with my money. Great guy, Great service.

Tim Clouser I recomend Al and his team to give you good, solid suggestions for your retirment dollars. Every person is different. Everyones situation in life is different. We all need support and direction. I suggest you check out 1st Choice Financial Services! Who needs a 2nd choice?