Tim Eicholtz - York (PA)

5 /5 Gia Parker Maxwell: Tim has been working with us since 2020. Even with our modest financial lifestyle, Tim has made us feel valuable and shows great concern for our financial success. He will take the time to explain things in detail and offer practical solutions and next steps. Appreciate him!

5 /5 M Rowe: Big client or small, he takes special care of them all! Tim has been an asset manager for me for 6 years. During that time he has patiently doled out advice and money management tips. He has been the calm during the strange markets we had in 2020 and 2025 amd he consistently delivered account growth. His free account reviews are insightful and appreciated.

5 /5 David Bruno: Tim has been great! Weve worked together for about 7 years and I definitely consider him a friend now beyond our working relationship. But with what hes done for me with Primerica and managing about 75% of my assets.... we meet formally in-person to review my portfolio every 6 months, and talk more frequently than that. I more often than not just let my portfolio ride with Tim unless he brings what he feels could be "excessive" market fluctuations and shifts beyond standard seasonal corrections that I expect. We just sat down for an hour last week... he let me know about some additional investment strategies we can look at as Im looking to get a bit more aggressive and risky with a portion of my portfolio. And my current portfolio continues to perform and return significantly above market average, so Im pleased. Thanks Tim!

5 /5 Karen Brand: Tim is wonderful, and I feel very comfortable with him handling my finances. He gives me very detailed ideas and suggestions and makes everything easy to understand. And he is very patient with me when I ask him to re-explain things.

5 /5 Kevin Klineyoung: Tim has given myself and others good financial advice and exceptional service on any accounts we might have. He is very personable and easy to reach if you have questions or need an issue addressed which is hard to find today and a main reason I do business with him.