Wyomissing Financial Group - Reading (PA)

Raine H. I contacted Walter F. of Wealth Financial Services with an issue concerning home owners insurance. In a matter of hours, not days or weeks later, Walter resolved every issue and saved me over $3500 as an added bonus. It is hard to find trustworthy insurance agents, but my experience with Walter has made me a client for life.

Tom B My wife and I were able to get accounts open without any headache. Jake was easy to work with and communication with him as been a joy over the last few years. Highly recommend.

L C Gabriel Gallagher helped me with my 401k rollover. He places a high importance on clear communication and expectations. Glad to have him and on my team!

John U I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.

Bob H Financial planning

TheJojj Very simple this year with being able to complete everything online at home. Agent Pamela was very friendly and helpful, answering any questions I had and giving very helpful recommendations. Also getting all documents uploaded was easy. Really enjoyed how convenient it was this year.