The W Group Financial Services - Wyomissing (PA)

Charles Alexander Roffman Miller are financial advisors that are fiduciaries. Unlike insurance agents and stock brokers, fiduciaries must put you first. Insurance agents and stock brokers only have to provide "suitable" advice (whatever that means). They can sell you high commission products, trade frequently, etc. We have been extremely happy with Roffman Miller who have been managing our money since before I retired in 2015.

Tim Tomko “We’ve had a great experience with Capital A. Their service is top-notch, and it’s reassuring to know they have an office close to home. Communication has always been clear and consistent—they keep us informed about what’s going on and ensure we understand our options. We believe their investment strategy is solid, and they genuinely seem to have our best interests at heart. It’s a relief to work with a team we can trust. Highly recommend!”

Michael Maknojia Hung up on me 4 times.. smfh. Was just calling to inquire about investing more money with my fiances money that was already there . Not by choice. Thought that was real unprofessional... Typical financial institutions tryin to hold your money...makin more off your $$$

Kaiser Cynthia “Mizz” Highly recommend

Albert Rodgers Very nice people service is great also tries to find best rates for your money

Rachel Tellers have always been super nice, I used them for purchasing my home as well and they were soooooooo helpful, and sweeter than the mortgage brokers my realtor tried persuading me to use. When we closed on the house they gave me a nice quality candle which was just really kind.

Joe Cararie Im happy to bank here. Ive been at this location since it opened and have several banking products with them.

jbouche52 Awesome, just straight awesome!! Danielle was such a big help to our family. Highly recommend. She was there for us every step of the way. She literally saved the deal for us when it looked like it was going to fall through. Was very friendly and helpful through the whole experience!! We would give 6 stars if we could!!

Chuck Walker Bob and his team are great to work with. They are true professionals with decades of financial experience!!