Velekei Giles Financial Advisors - Wyomissing (PA)

Donna It was an absolute delight to work with Concierge Financial Advisory. Constance Craig Mason is the consummate professional. Constance explains everything in a clear and concise manner. She genuinely cares about you as a person and wants to ensure you have a sound financial plan and legacy for your family. If you are looking for someone to assist you in your planning process do not hesitate to contact Concierge Financial Advisory. You will not regret it!!!

Varlen Gibbs Good!

Morgan Wray Austin Rehberg was extremely helpful in helping find the perfect coverage for our family. He made sure we had everything we needed in our health, dental and vision plans and at a price we can afford. If you are looking for someone who is personable, thorough and knowledgeable, Austin is your guy! I can’t recommend him enough!

Mike Submitted the renewal application for my grandmothers benefits 2 months ago, back on the first week of June, as of today, August 5, the application still has not been processed, the case worker, a Miss Gordon, calls once super early in the morning, asking to return her call, then proceeds to never answer despite calling 30+ times My grandmothers benefits were set to expire on July/31 and this is the same exact BS that happened last year as well where the case worker then never got around to processing it, and my grandmothers benefits ended up lapsing for an entire month

raymond albert Ive know Dennis for many years, professionally and personally. Ive also invested with other financial planners If youre looking for an honest investor; one who actively listens to your need; Dennis Pellegrini is the one To choose

Rubie Seng helped me for over 40 minutes when no other bank could and were nice the whole time