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“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!”
“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!”
“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.”
9AM - 5PM
1021 Sharp Ave, Ephrata
Financial Advising
“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!!!!”
“I've been a faithful client for many years for banking and investing. I suggest they increase limits for Zelle transfers, which are significantly lower than those of competitors. They limit daily transfers to $2500 and monthly to $5500. Their main banking competitors allow $3500 or more daily and up to $20,000 in monthly transfers.”
9AM - 5:30PM
2101 Strickler Rd Suite 203, Manheim
Financial Advising
“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!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We have used Walz Group for tax and bookkeeping services, and over those many years we've always been especially impressed by their attention to detail. You feel like a partner with shared interest in your success, not a client. We would recommend them to anyone looking to improve their accounting processes or deploy proactive tax strategies.”