Patterson Financial Services - Lancaster (PA)

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.

Walter Yourema Always willing to help Always friendly Always lis to my request great people

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.

d dou Without a doubt, I plan on returning to Trispagonas Insurance for their wonderful care to detail, customer experience, and overall pleasant nature. I contacted Tom for guidance about my mother’s life insurance needs as she approaches retirement. During our fruitful conversation, he provided me with a wealth of information and insight about life insurance and her potential options. Despite the fact that I needed to provide more concrete information, Tom was extremely polite and forthcoming with his support. So much so, that I mentioned wanting new car insurance. Within the blink of an eye, Tom set me up with a better plan (saving me hundreds/year while adding features) and with my permission cancelled my current car insurance, hassle free. I could not have asked for a better experience. Also, during our initial conversation I noted that some of the many upsides of working with Tom include his strong background in multiple insurance policies and financial planning. He is also licensed in multiple states and has the knowledge background to prove it. I absolutely plan on returning to Trispagonas Insurance for more services as it can be hard to find an earnest, hard working individual such as Tom for these types of services. Thanks again Tom!

Chris Cox Great service

Amie Baker Extremely knowledgeable!

Blake Detwiler I can’t say enough good things about working with Michael! Not only is he incredibly knowledgeable and professional, but he truly takes the time to understand your personal goals and look out for your best interest every step of the way. You never feel like just another client — he makes everything approachable and easy to understand. Bonus points for having the cutest office dog who makes every appointment even more enjoyable. If you’re looking for a financial advisor who is both personable and trustworthy, look no further!