Loeffler Financial Group - Lancaster (PA)

Brian Dutcher Great people. Excellent rates and great service. I highly recommend it.

TheJojj Very simple this year with being able to complete everything online at home. Agent Pamela was very friendly and helpful, answering any questions I had and giving very helpful recommendations. Also getting all documents uploaded was easy. Really enjoyed how convenient it was this year.

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.

Michael Renner My personal experience with One Financial Services has exceeded all my expectations. After my parents used them for years and recently passed away I moved everything to One Financial. Starting with the first phone call, Vanessa, who normally answers the phone is always polite, patient, understanding.... After my parents passing Rob was very considerate and helpful making the transition. He assisted with my taxes during this sad time and I know he had my parents in mind when he worked with us. I have found that all my calls were returned promptly and anytime I needed a transaction of any kind it was done expeditiously. Communication with account information and taxes has been way above previous experiences. My bottom line is that I know that if something needs to be done One Financial Services will handle it accordingly. 100% confident with this staff and there abilities.