Lebanon County Assistance Office - Lebanon (PA)

MD Transplant I recently retired from a large, well-known hospital in Baltimore, my retirement fund was with their contracted financial group, also as large and impersonal as the hospital, albeit not as "famous". I decided it was time to take a more hands on approach with my finances and thats when I met Conner Brady from Stages Planning Group. Conner couldnt have been nicer or made our first meeting more comfortable and convenient, first by asking if I preferred to meet in person or via Zoom. I chose Zoom and it was a good thing for me that I did, because life never goes as planned, my 3-year-old grandson was dropped off an hour before my meeting. Not only was Conner very patient and flexible while I was trying to wrangle my grandson, but he also genuinely knows his stuff! He was honest with me, told me what I needed to know, not what he thought I wanted to hear, did not talk over my head, as the other financial planners had, didnt try to sell me anything that I didnt want or need and suggested what he thought would best suit MY needs. In short, I highly recommend the Stages Planning group. I have since had the pleasure of meeting both Lou Leyes, owner of Stages and colleague Marcus Snow. I would recommend any of these guys to my friends and family, but I was particularly impressed with Conner Brady for his patience and not missing a beat while explaining to a practically, financially illiterate grandmother with a 3-year-old on her lap! Well done job Conner Brady!

Kara Wagner Im very happy with the service i have received, I Asked them to find me a specific car, they did. Im happy with the sales team the Collison team and office staff. Weve been dealing with them for over a year and added another vehicle. Any problems that might have came with the vehicles have been fixed promptly and without hassle. Thank you Ken and team for helping me thru this process as i was a needy customer.

Steve Hudson These guys know what they are talking about! Very informative information!

Daryl Hines Very knowledgeable with investment portfolio management.

Christine Lorraine Morgan Attended a financial seminar headed by Thomas and Michael Baer with a group of friends. It was enlightening and insightful, and we got the impression that they really look out for their clients. Afterward, all of my questions regarding Roth investments were answered in great detail. A very enjoyable learning experience.