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“Just spent an extended time with Vicki at the Ephrata branch resolving a card issue. She went above and beyond to get the issue taken care of. Everytime we have used their services we have been very well taken care of. Thank you EFCU!!!!”
“We have appreciated everyone that we have worked with at the Richardson Group! They truly are a family that makes you apart of their family. Jordan tirelessly work with us for 7 months to get our investments from our old financial advisor. We are so happy to have found an advisor that doesn't just say they are looking after your best interest, but truly does!”
“My years with Roger’s has been with Patrick Carney. I’ve found him to be totally trustworthy and competent. For me he has been invaluable with tax guidance. Investments are pretty much formula set according to your level of risk. My portfolio is held at Fidelity which I feel is quite secure and easily reviewed on line. Rogers has a fiduciary responsibility and fee only policy which I prefer.”
“Walz Group has been an incredible partner to Bench Mark Program as we grow in both our service to youth in our community and complexity as a 501(c)3 nonprofit organization. They have given us peace of mind and confidence that our annual accounting processes will be taken care of efficiently and effectively. Most importantly, they are enjoyable to work with and care about the mission of our program. We would highly recommend them to other nonprofit organizations in Lancaster and beyond!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Ben Hagy provided a good insight into our finances. He didn’t try to sell us anything or push his services on us. It was a great experience.
- Tim and Jane Beiler”