Belmoore Financial Solutions - Lancaster (PA)

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!

sl29 I just had my first meeting with Lisa for help with my buisness taxes and I have to say I walked in not knowing if she would be a good fit to help me as a small business owner. During our first meeting she related to my situation so well and shared her experiences and let me know that she can get me on track to meet my goals. I left with such a great feeling of adding the right person to my small team!

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.

Christian Newcomer Andy Sedora took the time to listen and understand my goals. I’ve never had a financial planner actually talk about how to get where I want to go with my money. Great guy, Great service.

Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!

Louis Terrizzi I am looking for work painting remodeling homes and building homes and i work on all makes of Automobiles

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.

Janine Hughes Trying to fix and grow my credit. After a lot of inquiries, being denied do to status of my credentials. Bryce S.- very professional, has a willingness, passion for helping you grow individually. To him you are not treated as a number, rather with potential growth of your future.