Align Wealth Strategies - Lancaster (PA)

Joan Harrold Customized financial planning by caring, knowledgeable experts. They adjust to life changes I need to make and keep me informed about all transactions. After having very negative (and condescending) experiences with another firm, I am confident in the financial decisions I make with the advice of RBC.

Cathy Brotzman My Husband and I met with Daven for medicare insurance advice. He cleared up all the confusion as to what policies would fit our needs. He found us great policies that saved us quite a bit of money. He was very knowledgeable and patiently answered all our questions. And the appointment was free!

Derek Bryant Very knowledgeable and have helped my family get the planning weve wanted to plan for our childrens education as well as our retirement. Big thanks to Jeff Emrich for his efforts.

Britta Alam We have been with LifeGuide for several years and can highly recommend them. What stands out to us is how they love the Lord and care for their clients. They are very personal and always do their very best in establishing the best possible financial plan. We started with LifeGuide and then the pandemic hit. We dont know what we would have done without them guiding us through that roller coaster. They provided security and peace of mind and still do. Christopher and Britta

Kim Reese Craig, Alex and Wendy all went above and beyond helping me when both of my parents passed this year. They didnt hesitate to help me with handling their life insurance policies and other insurance policies that my parents had with Patterson financial. I appreciate all the help they provided for me. I highly recommend Patterson Finacial for all your needs. Kim Reese- Shoff

gimd The (2nd on the title) Gardner running this firm is the cousin of Tom and David Gardner. The first Gardner is Tom and Davids Dads brother . . .