Edward Jones - Financial Advisor: Brett Diamond, CFP®|AAMS® - Reading (PA)

Tim Gaylor Never had a problem and my money is growing...yay

joan clark I love the people there. They are all lovely n so friendly. Great bank.

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!

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.

Jackie Beem Chris is an experienced financial advisor who is passionate about his work. He has maintained a personal relationship with me and inspires a real sense of confidence and trust. Because he has taken time to get to know me well, he is able to take a holistic approach when considering options for my financial plan. Chris has a deep knowledge of financial concepts and encourages spending time with me throughout the year to keep me updated and answer my questions. I have recommended Chris’s services to family and friends, all of whom are very satisfied.

Kim Reese Craig, Alex and Wendy all went above and beyond helping me when both of my parents passed this year. They didnt hesitate to help me with handling their life insurance policies and other insurance policies that my parents had with Patterson financial. I appreciate all the help they provided for me. I highly recommend Patterson Finacial for all your needs. Kim Reese- Shoff

Gina McCarthy Amazing to work with!