Keywords: Financial rkl private wealth pa

RKL Private Wealth - Lancaster (PA)

Address: 🏡 1800 Fruitville Pike 4th Floor, Lancaster, PA 17601, USA
Phone : +1 (717) 399-1700
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ12gB7oIjxokR_4TeOVBlYrs
#Pennsylvania

OneMain Financial - Irwin

Phyllis Blank Very easy experience and rep was very thorough and explained everything. No pressure.I had the money exactly when I was told it would be there! Thank you!
5 /5

Duquesne University - Pittsburgh

Eric Trouerbach We went to a fundraiser for Best Buddies and had a good time. The speakers were awesome the student Buddies did a great job.
5 /5

Priority First Federal Credit Union - DuBois

Scot V. Moldenhauer Its been my personal experience that the staff and management go above and beyond what you might expect. I went through an extremely difficult period in my life a couple years ago and they were nothing short of being compassionate, understanding, and very accommodating. By communicating with them, they worked with me, and by working together, the situation was resolved, and no longer is an issue. These are real people, who treat their members as real people as well, and youre not merely just a name, number, and fiscal bottom line. I highly recommend Priority First Federal Credit Union to anyone for their personal and business needs.
5 /5

Edward Jones - Financial Advisor: Alicia ODonel, CFP®|AAMS® - Lancaster

Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!
5 /5

Midway Financial, LLC - Bridgeville

Kimberly Pekarcik-Boyd Matt Moyer has been an amazing source of Financial Investment information and a great asset to the networking group that we belong to. He is down to earth, uses easy to understand language, and is great to talk to.
5 /5