Spring Ridge Financial Group - Reading (PA)

Elena Van Andrew was my consultant and was very attentive to detail and helped me post college with my financial help. Would recommend to anyone out of college looking for a plan.

J MJR I have no idea if this is a legit firm. Poor value, there is no performance return, all they do is act like a savings bank account but deduct amount in the form of various fee. The investment options they provide is poor. It seems more like they get our money and do their own investment and the customer gets no return. Plus their customer service runs like a family business - poorly trained unprofessional agents working from home and has no interest in providing you any information. They make you feel guilty for calling them and enquiring about your retirement investment. The pre-tax saving is not worth putting up with this seemingly con firm.

Al Wo Amazing as always. You guys are the best!!

Chic McKnelly Working with Nicole is so easy. We have dealt with so many tax prep professionals over the years and she is by far the best. She is honest and trustworthy. She gives us the confidence and guidance to move through the tax process with ease. Any questions we have are answered quickly. She provides alternatives to preparing for the next tax year and reasons for doing each. She is very accessible (except this wacky year). I would highly recommend her to anyone looking for an upgrade in their tax prep.

Landon Hodges Great work all around. Thorough and accessible with a user-friendly and efficient online document system. Highly recommended!

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.

Matt Carlson I was hesitant to involve anyone else with my finances. But as retirement approached, I realized Google searches and books about retirement strategy fell short. It wasnt specific to me. The team at FIMG walked me through all of the details which led me to retirement. I wouldnt have been certain of that decision without their guidance. Id recommend FIMG to anyone that has financial questions.

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