Concord Public Finance - Reading (PA)

Jennifer Sacco Tim, thank you for your exceptional customer service and for sharing your expertise throughout the refinance process. Your knowledge made everything so much easier, and it was truly a pleasure working with you. I really appreciate all your help and professionalism. Thanks again!”

Matt Hennessy Extremely kind people and great advice. They took time to learn my wife and Is unique situation and guide us to our specific goals. They didnt just follow a script or template for everyone, they actually cared how we wanted to invest. Super helpful for our small business and our personal needs as well.

Tia MoonDragon Extremely friendly staff and super helpful. We needed to do a wire transfer and had to come to this location since there arent any in NY. The banker was Extremely helpful and kind. If they werent so far from us coming from NY, wed use them for our home location.

Ridge Runner Randy knows his business inside and out. The entire staff is professional in every way. Prices for services are more than reasonable.

Jackie Marie I have had to live on $75: a week , it took me literally from Dec 1 , 2023 to April ,2024 of me asking over and over for my money to replace my broken phone they do take out a fee of my money to mail me a check I do not get any statements of what I have each month . Thumbs up it was impossible to receive a call back from them leaving messages upon messages somehow I ended up not having anything saved through this whole time I have been trying to play catch up with groceries personal needs etc since day one until this day September 20 but recently here for the last couple months didnt call backs had been awesome usually the same day or the next day I will receive response get money has become so much easier I have been able to call them tell them what I need how much and they have sent the check out that day or if not by the next day so they have been more enjoyable and more easier to work with so I have to give them a higher. There are still a little something that need to be worked on getting statements each month for how much and where my money being spent how much is saved but I do have a lot less complaints towards them I hope they keep on improving and doing a better job . I do not give a statement saying where my money went what bills are paid what they keep up for me I have requested all months since and was expressed she couldnt I honestly think I have not proven yet I am in the process that money of mine is missing it doesnt add up right .

Nelson Murphy Ive been a happy customer ever since I learned how to drive. The staff is friendly, knowledgeable, and responsive, and they treat you like a valued partner. Special shout-out to Tim Lyon who exemplifies top notch customer service.

Carolyn Kross David Joseph has to manage my investments and he never returns my calls and has been inaccessible for nearly two years. Perhaps you need a minimum amount of money to get his attention/ recalls which apparently I do not have. Unless you are rich he will ghost you and that is unacceptable.

B Moore The best service I could have asked for regarding for all my business and personal tax needs. Amy and Darlene are always available to me for questions regarding payroll. Wayne is very knowledgeable and patient with all my business related tax questions. I highly recommend them.