Conestoga Wealth Management - Exton (PA)

Michele Hess My husband is preparing to retire. This place was recommended to him. He took a vacation day and we went to a meeting with all our financial records. We were quickly told that they dont take anyone with less than a million dollars to invest. We were caught totally by surprise and felt humiliated. I believe they should let potential clients know that when they call for an appointment. It was a total waste of time.

Mark Walden I have been working with the ML team in York, PA for many years and they are by far the most knowledgable, competent, responsive and trustworthy financial professionals I have had the pleasure to advise me. Their timely market knowledge is impressive and no doubt best in class. I have worked with a number of other advisors through the years but was never convinced my goals aligned. It would not enter my mind to work with anyone else. The bottom line, I dont feel like I am being sold but rather growing a partnership.

Aaron Stull I recommend PWA Wealth Management and Keith Biskup.