Level Financial Partners - Wyomissing (PA)

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

Beans and Friends Denise was very helpful when we were looking to switch home insurance. She’s lent the time to help us find a plan that was right for us and walked us through the policy so we understood exactly what we were getting. She was great about answering all questions and gave us a comprehensive plan that included everything we had under our old insurance policy, but with even more coverage at a lower rate. She was extremely friendly and knowledgeable. We highly recommend Denise!

A Harkins I closed on my 1st home today. I recommend Kelly Stidham. She made the entire process a breeze. Shes knowledgeable, well versed, and respectfully connected. Her communication was straight forward. I have tremendous gratitude for her skills in helping me through the homeowner process.

Theresa Stachera West Advisory group has been a great asset during our journey to retirement. They are always there when we have questions or just to reassure us when making decisions. They have our trust and confidence.

Jon Allen This bank has technology issues and communication issues. Within the span of two weeks, I had my card locked due to suspicious activity, upon receiving a new card, it had issues after activation, multiple charges for the same purchase, return and refunds could not be processed, and all kinds of miscommunications between customer, branch and card services. Also my, credit card would not show any transactions, yet showing I have a balance to pay, but I cant see what was charged. I cant trust them to handle a few small issues that takes a lot of work on my part to get resolved, how can I trust them with my life savings? Closing my accounts and moving on to a trustworthy bank.

Brian Egan Enough cannot be said about the level of professionalism with which Randy conducts his Wealth Management Firm – From the moment you sit down with Randy, you get a sense of ‘Why’ he is in the business. It is easy within the industry to strictly make it about dollars and cents, however, in Randy’s case, it is about dollars and making sense. Education, objectivity and accountability are the foundations upon which Warren Financial has built itself into a trusted and proven player in the Wealth Management world. Randy forges genuine partnerships with his clients and his philosophy lends itself to a collaboration of minds, finding the most appropriate balance of investments for each individual portfolio. Randy’s track record is a testament to the sound and measured investment advice he provides to all his clientele, however, it is the intangibles that set him apart from the rest. Whether you are looking for maximized return on investments or financial flexibility and security, it is actually the value proposition he provides in his authenticity that makes him a true industry leader.

Chad Woodside Great people with a wealth of knowledge. The agents help you plan for retirement, and make suggestions/recommendations in areas you may not have considered. Very responsive as well. Would highly recommend!

Zach Simmonds The Hapanowicz team does a great job of answering our questions and providing a white glove service for me and my family. Highly recommend. They use a tailored approach to financial services that was unique to us.