Edward Jones - Financial Advisor: Jeff Zavoda - Harrisburg (PA)

Gary Welsh Vance Neal is the trusted financial advisor of my parents for many years, and has done well by them.

Joe Hubbes Customer service support is fantastic! I had Michelle Brooks helping me and she was awesome. Very nice and professional. She quickly resolved my issue with ease.

Ryne Kean The staff are friendly and helpful however the banks policys on certain things are insane such as the overdraft fees and interest rates but I understand that is what they do to make money and we agree before opening anything

Loretta Brownfield Wonderful place

Bob Beidler Brian was recommended to me over 15 years ago, just as he was starting his own independent business, and I have been working with him ever since. Brian has been instrumental in implementing my families financial goals and strategies. He developed specific plans for our childrens college funds, rolling over existing IRAs from previous jobs, starting new traditional and Roth IRAs for my wife and I, life insurance and long term care planning, plus he advises on my current 401k even though he doesnt have a vested interest in it. We have quarterly review meetings plus Brian is available at other times as well. Brian has high morals, values, and integrity. He has never tried to sell or push any investment or insurance products that werent in line with our needs. I would highly recommend Brian and Pathway Financial Services.

Dave Wyckoff Kissling et al filed my 2018 federal tax return. In 2020, I received a letter from the IRS indicating that my 2018 was in error and I owed an additional $1900+ in taxes plus $139 in interest charge. I had Kissling review my return and they admitted to their oversight on my return. As a matter of good business practice, I expected Kissling to reimburse the $139 to me. They did not.

Luis Castillo Jon was excellent. He explained different plans in ways I could understand and even called me back to check in. Great customer care

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

Vince Nolt Very diligent highly recommended!!!