Russel Dicks - Thrivent - Lancaster (PA)

Valerie Price I cant tell you how nice and caring this company is. I would recommend it to anyone who needs help..

Jackie Harp Ms. Bridget McCreight was so wonderful and so helpful with me through my process....Excellent customer service...ten stars..Thank you..Will recommend to all my friends and family..

chris pachuilo I can see there are some bot accounts here adding their “reviews”. Very poor behavior from other companies. GL financial has provided the same consistent, transparent and lucrative service to me and my friends for the past 5 years. They have gone extra lengths to ensure they get you the most return back or little pay in as possible. There has never been an issue with any of my taxes the past 5 years, and I can say the same for those who I referred.

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.

John Wilson My wife and I have been very happy with Mike Nedreski and the staff at White Oak Wealth Partners. Mike has looked after our investments for over thirty years. He has set us up into a sound investment program that aided us in putting our three children through college and establishing our investment program for retirement along with a very good the Long Term Care insurance program. The personal attention Mike, Amy, Tiffany and Travis always give to the concerns we may have over our investments is much appreciated . My wife and I highly recommend Mike and his White Oak team!

Coffee lvr Mr. Paul and his staff are professional, helpful, and personable. A great choice if looking for a financial planner and tax preparer.

Michelle Miller I’ve worked with Sabrina on my financing needs over the years and the experience has been wonderful. Working with both her and Diana has been a very pleasant experience. They are both very knowledgeable, professional, and personable. I will continue to go to Mariner for all my financing needs for years to come!