Patterson Financial Services - Lancaster (PA)

Matthew Bispeck Renaissance Wealth Management has been a trusted source of our mutual clients for almost two decades now with all their financial advisory services. They consistently provide superior service to their clients and are phenomenal to work with. Highly recommend giving Aaron a call!

Thomas Harmon George Kramer is an honest and trustworthy wealth management advisor

patti miller The time and attention Jeff provides to his clients is over and above what is expected. He is very informative and helpful. His support staff, Abby, is efficient as well.

Danielle Sandusky-Wilson Uniontown Location Thee absolute worst bank I have ever dealt with literally. The very first thing that I have not agreed with since opening is the fact that they put a limit on your very own money on how much you can spend per day but what sealed the deal for me is what happened this last week. July 17th I went into the bank to deposit money. I counted it at the counter then the teller counted it & said I was short 100 dollars. I said "Are you sure" she said "wait let me recount it" so she did & I was in fact not short. She gave me my receipt showing the amount I had & also my online banking said the same amount. An hour goes by & the teller calls me to say she took 100 from my bank because her counting was wrong... " Wait.. it was counted by me twice then by her twice & she gave me my slip stating just that. So I get upset about her waiting an hour to call me & tell me I was supposedly 100 short & just taking from my account without my knowledge or approval so I ask for a manager & she tells me one will contact me. Today is July 29th & I still have not got a call so I went in to see why. Again, They told me that CEO was looking over everything & someone would contact me. Well someone did .. the manager Anna & I was basically told "oh well the teller made a mistake .. Didnt you ever make a mistake?" So I got 100 taken from my account even tho it was counted 4 times.. yes 4 times & my receipt showed that & my online banking. I was always taught that the customer is always right but in this case I am right! I was so extremely upset & livid so the manager told me basically oh well close your accounts & go elsewhere! They also just went in and changed my deposit info from that day but thank god I already had a screenshot of what posted on the original date & what they changed it to today.. DAYS later! Obviously someone is lying for someone! Ridiculous! They are so unprofessional especially the manager! If anyone knows who I can talk to about this.. someone higher up then them please please contact me so they know this has happened!

Amelia Conway The advisors here are knowledgeable, but their affiliation with LPL Financial means high fees, layered costs, and low transparency. After digging into my accounts and understanding how much I was really paying, I moved my money out. You’re almost always better off doing DIY investing with platforms like Fidelity, Vanguard, or even Robinhood, rather than giving away a percentage of your portfolio every year for advice that may not actually serve your best interest. If you do go with Lehigh Valley Investment Group, ask directly and specifically how your advisor is compensated. That includes AUM fees, commissions, and revenue-sharing from the products they recommend. Don’t just take “we’re here to help” at face value—follow the money.