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“When we took ownership of a small business in 2021, our tax situation became more complicated. As a committed do-it-yourself and VPP (very private person), I had been filing our taxes for many years and felt reluctant to hire a CPA. To my delight, deciding to work with Eric was an excellent decision! When we have an accounting, tax, or QuickBooks question, Eric provides prompt and thorough answers. We trust him to support our business operation. We highly recommend him!”
“I very much trust Rodgers and Associates. They work in my best interest and clearly strive to understand and achieve MY financial goals. I'm a tough time consuming customer. Rodgers Assoc always takes time with me and provide solid explanations about account performances. When we meet I never feel manipulated but assured all is being done to maintain MY financial independancy.”
“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!!!!”
“My husband received a retirement account with his work a few years ago through Edward Jones and that led us to meet Phil. Since then he has helped advise us on our investments, savings goals, major purchases, and big decisions over the years. He has been an invaluable asset and help to us, always providing careful advise with kindness and wisdom. He presents complex data in a way that makes it easy to understand and breaks things down so you can get a realistic picture of your finances unlike many other financial advisors. Even though my husband no longer works at the company that had his retirement plan set up here, we kept our investments here and still meet with Phil for financial coaching and advice. Highly recommend him!”
“Jason Weyforth has been so helpful to be for the last 4 years. I appreciate all he has done for me. He goes out of his way to help me with any questions I may have.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
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Financial Advising
“Great experience, answered all my questions. Showed how my previous account was in danger and showed league proof from the web. Explained things well. Will make our life easier.”