Lancaster County Financial Group, LLC - Lancaster (PA)

Brenda Havener Constance helped us develop a plan for our retirement finances for both the short and long term. She treated us as individuals, taking into account our personal goals. We appreciated that she took time to make sure we understood the Social Security and tax implications of our decisions.

joseph lorenzo Been with them for 30 years I like how they treat me a very good insurance company

Daphne Lupfer Great organization, great people, outstanding results! We have been clients since the inception of Brandywine Oak. Our plan and transition to retirement was handled seamlessly. We appreciate the on going guidance and education that we’ve received. A twice yearly review of results and discussion of future plans ensures we are fully aware and in control of how our assets are being managed and grown. Our personal advisor is extremely competent and very responsive. An additional benefit is the integration between other providers for tax and legal advice. We highly recommend the team at Brandywine Oak!

shelia bean Very good very friendly