Financial Services Plus - Reading (PA)

Amanda A Working with Guardian Planners has been a truly refreshing experience. Their focus on Tactical Asset Management sets them apart in a field often dominated by automated, passive approaches. What I appreciate most is their hands-on approach to portfolio management, which prioritizes not just chasing gains, but actively avoiding major losses. This strategy gives clients a sense of security, knowing their investments are constantly being adjusted based on real-time market conditions. Charles W. Johnson and his team are highly professional, transparent, and always eager to provide clear, actionable insights. If youre looking for a financial advisor that values both growth and protection, Guardian Planners is a standout choice.

Rissa Melaine Very friendly and helpful staff. One of the most understanding and easy going banks I have ever been a member of. Highly recommend.

Gia Parker Maxwell Tim has been working with us since 2020. Even with our modest financial lifestyle, Tim has made us feel valuable and shows great concern for our financial success. He will take the time to explain things in detail and offer practical solutions and next steps. Appreciate him!

Jamie Steinert Everyone is so helpful here! Everything that I had questions and concerns about was explained thoroughly and made me feel very secure with choosing “The Insurance People” for my car insurance. I feel so safe to drive knowing they have my back! Thanks again!

Thomas C Everyone is so kind and helpful. They make every effort to accommodate you in every way with professionalism and kindness. They are sometimes short staffed , but try to do there best to make everyone happy. Highly recommended this branch.