Convergent Financial Strategies LLC - Reading (PA)

Bryan Kreider Mike Battistelli and the team are great to work with and Vicki and I trust in their guidance in our future investments I highly recommend the team stop in and let them guide you on your journey to a successful future

Joel Trimmer Tremendous service and responsiveness. The knowledgeable team made me feel very comfortable and confident. Great experience.

Dottie Sims I have never had a bad experience at either place. Staff is always kind and eager to help. The never rush you and they never fail to ask " is there anything I can do or a question that I can answer,". Well, if you think of something Just call back. Have a great day." Very cordial. They are my choice.

Carol Waldeck Bill Mahan is an extremely intelligent and experienced Financial Advisor. After having gone through a totally frustrating experience with a local bank trying to close an account my sister had after she passed away I contacted Bill regarding an account she had with Ameriprise. He reviewed the transaction and advised me what he needed to take care of me. We met at his office and he immediately handled the transaction. Explained what we had to do and prepared necessary documents. Everything was mailed in and he helped me send in the finishing documents. His staff is friendly and also very efficient. Ameriprise and Warren is lucky to have him.

Jean Gaertner Very helpful for investments. A Christian atmosphere and they treat you like family!