Peter Xenias Financial Services - Lancaster (PA)

Carl Apel We have been using Secure Money Advisors for over five years. They really understand the retirement phase of life. Each approach is customized individually to your needs; no cookie cutter approaches here. Brian, And Neil are outstanding. The customer support provided by Maggie and her team is second to none. To put it simply, they are simply the best!

Kim Reese Craig, Alex and Wendy all went above and beyond helping me when both of my parents passed this year. They didnt hesitate to help me with handling their life insurance policies and other insurance policies that my parents had with Patterson financial. I appreciate all the help they provided for me. I highly recommend Patterson Finacial for all your needs. Kim Reese- Shoff

ralph geltz Great job for me treat their clients with respect.kevin Miller is the best advisor you can find.

Britt Robinson I was nervous about the whole thing bad anxiety lol. They made everything so easy for me. I recommend them to anyone who needs help.

Karen N As a new client of SevenBridge I appreciate the attention given to my account. Chuck and his staff were very professional and made me feel comfortable with my decision.