Washington Crossing Financial Group - Washington Crossing (PA)

5 /5 Adele Pinto: For close to 25 years I have relied on Brendans advice and stellar management of our retirement funds. Along with colleagues Leslie and Dan, my husband and I receive exceptional service and solid financial advice. We appreciate the reliable, attentive service and continue to feel that they have our best interests in mind.

5 /5 JoAnn Stromberg: I have worked with Dan and Leslie for many years. If I were to give a grade it would always be an A+! They respond immediately and communicate regularly with reviews. When I lost my husband four years ago Dan was always there to offer his help and guidance. He even worked with my attorney on setting up my trust. Not only do I respect Dan as my financial advisor, I feel that he is my friend. He knows my family, knows how I spend my days. If you are looking for the BEST financial advisors out there, Washington Crossing Financial is the one to choose. You wont be disappointed!

5 /5 George Czeredarczuk: I have been a client of Brendan and his team for over 21 years. They have guided me with my retirement funds, shepherding me through financial crisis of 2008. Brendan and Leslie have been very helpful in reaching my retirement goals. I have been retired for 7 years and Brendan’s guidance has provided me with effective cash planning in retirement. Brendan and Leslie are always available for questions and suggestions.

5 /5 Alexander Mardikian: We have worked with Dan, Brendan and Leslie for over 15 years. Over that time, not only have they managed our assets, but we have developed a strong relationship with them. They have taken the time to understand our goals, risk tolerances and life events. They offer consistent communication, regular reviews and genuine care that extends beyond retirement planning. Their personalized, relationship-based approach gives us peace of mind.

5 /5 Mary L Martinez: I have been a client of the Washington Crossing Group for about 20 years and have absolute confidence in their financial guidance. The principals get to know you as a whole person so that your life goals, in the broadest sense, are represented in the financial decisions you make. They are always available to provide guidance that goes beyond the investments that they manage for you, helping you to integrate other money-related choices with your overall financial profile -- your tolerance for risk v. need for security, retirement plans, tax concerns, etc. As my work status has changed over the years from employment by a corporation, to owner of a sole proprietorship, to retiree, the Group has always met my needs with information and guidance on the best ways to invest my assets at that particular point in time. They are constantly researching new potential investment vehicles and carefully watching the market, while at the same time closely monitoring the portfolios of their clients. In addition to regularly scheduled conferences, they are available at any time to discuss a question or concern that their clients may have. I am extremely satisfied with the Washington Crossing Financial Group and hope to work with them for many years to come.