Advisory Services Financial LLC - Lancaster (PA)

liz crum Absolutely the best financial planner you can go to. I highly recommend Chris.

Mindy Vazquez Great place to have a loan. Tonya has to be the best manager they’ve had. Very polite and compassionate for situations. Highly recommend!

Linda Love Im so grateful for the opportunity to speak with Dan Bailey and Henry recently. Im a widow with a limited understanding of financial investing / management. Dan was very helpful and willing to answer all my questions, as I move forward in seeking the LORDs will regarding the sale of properties, managing my retirement account, and moving to a retirement community.

Melissa Randall I highly recommend Conner. He will spend time helping you with all the aspects of your finances and provide great advice and help you plan for the future.

Weston Varnes My wife and I had 2 years of back taxes to file (totally our fault for dropping the ball) and hired Tom do them for us. It has been 6 months the IRS never received them said they were never sent in. He has completely stopped answering our phone calls, text messages, and emails. He surely had no problem taking our money for the “service” he provided.

Lynn Goldfarb I found the practices of this operation to be deceptive and dishonest. They represented themselves as a division of Fulton Bank (their office was located next to the Royer Dr, branch of Fulton Bank). In fact, they were Raymond James. They told me they would purchase treasury bills for me for free. I opened an account, believing they were Fulton Bank, but when I later contacted them to buy T-bills for me as agreed (and learned they were really Raymond James) they refused to buy the T-bills for me. They wanted to sell me something else they could get cut of. They said had a "fiduciary responsibility" to only make transactions/investments that were in "my best interest" That is to say, in their best interest. Bait and switch at its worst!

DC KL The great team at Sage - Daniel, Fillipe, and Diane are easy to work with and helped us get to our goal of early retirement. I highly recommend them to help you attain your financial goals.

Thomas Wise Bob is absolutely the best. An honest man who really looks out for his clients!