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“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.”
“An amazing experience! Russell is very knowledgeable, and considerate of our future plans. He continues to help us build a success plan. Russell uses tangible examples when presenting, to include both the positive and negative influences involved while using his experience to build a financial map we can easily follow that is within our means. We now have a strong portfolio designed to help us achieve both our short and long term financial goals. Thanks Russ!”
Investing
Investing
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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!!!!”