Conestoga Wealth Management - Exton (PA)

Eric Bartock ZLC has been doing my payroll for a long time now. Super accessible, affordable and wonderful to work with. I would tell anyone with payroll needs to use them. I would give them ten stars if I could. Zach is a gem.

Cody Regan Sound financial advice tailored to your needs! Ive been working with this company for over a decade and they are easy to contact and set up meetings with. At the meeting you and your advisor set an investment plan based on YOUR needs. You tell them your goals and they work out a strategy to get you there. This company also recently helped my parents retire and helped set them up financially so the transition was easy. I would highly recommend Equitable to anyone on their financial journey. It doesnt matter if you are just starting to invest or are transitioning into a more conservative approach as you near retirement. These guys will take care of you.

AAA AAA Figured Id write a review since most of these reviews are old on here and they definitely dont deserve a 1.8 star! Ever since we moved to the area and needed a new bank they have always been very kind and helpful! Every experience we have had with them has been fantastic! I would say the only bad thing is their atm machine it does not like to take checks half the time. But otherwise everyone who works there is absolutely wonderful!

Susan Campano-Readel My husband & I decided to move money into investment accounts, rather than keep it in our checking acct. We were so appreciative for the way they guided us thru never b4 seen territory and we feel like they really wanted us to be all set for our "golden years" & were content & confident w/ everything they did for us

denise thompson Fantastic experience!! Exceeded my expectations!! Got the loan I needed, more than I expected to get!! I was told that funds would be available next day by 2pm, to my suprise it showed up at 6AM! The office had a comfortable vibe with team players that worked really well together. Keeping my best interests in mind, Mike Correia was absolutely awesome to work with. Hes personable, knowledgeable, professional, but easygoing. Looking for a loan?..Call Mike Correia!!!⭐️⭐️⭐️⭐️⭐️

Chuck Esposito Jenna is the best! Highly recommend.