Sequential Wealth Management, LLC - York (PA)

Edith Ulrich Jason Weyforth has been so helpful to be for the last 4 years. I appreciate all he has done for me. He goes out of his way to help me with any questions I may have.

Julia Herbst Eric Orlovsky Tax Services is excellent! He has prepared my husbands taxes for his income and business for decades and we have continued to use his services even now after we moved out of state! Self employment, rental properties, sale of homes, estimated withholdings, gaps in employment - you name it he handles it promptly and expertly. This is a business professional you can trust. The communication is easy and flexible! Eric has a way of explaining all the financial consequences and tax variables clearly so we can make informed decisions. We value his advice and service as top notch and highly recommend him.

Joshua Gorman Great communication and has always been available to answer questions. Very approachable and makes me feel like a valued customer.

Kristie Nowicki If you are looking for a financial advisor who is going to help you implement a financial plan that is tailored to your specific needs, give Dave Rathgeb a call. He will make you feel more secure about your financial future.