Berks Financial - Reading (PA)

Esteffani Alcantara It was a great experience working with all staff members, especially Miranda Olmeda.

Jane Hill Sara is extremely unprofessional and has an attitude that makes it impossible to verify the legitimacy of the debt. She refused to send me proof of the bill and hung up after rambling about how it was the co-payment from the medical company. I do not recall receiving statements from the medical company showing that I had a debt, and her hostility makes it impossible to ensure that this is not a scam. She should be ashamed to treat people the way she does.

Bob Beidler Brian was recommended to me over 15 years ago, just as he was starting his own independent business, and I have been working with him ever since. Brian has been instrumental in implementing my families financial goals and strategies. He developed specific plans for our childrens college funds, rolling over existing IRAs from previous jobs, starting new traditional and Roth IRAs for my wife and I, life insurance and long term care planning, plus he advises on my current 401k even though he doesnt have a vested interest in it. We have quarterly review meetings plus Brian is available at other times as well. Brian has high morals, values, and integrity. He has never tried to sell or push any investment or insurance products that werent in line with our needs. I would highly recommend Brian and Pathway Financial Services.

ralph geltz Great job for me treat their clients with respect.kevin Miller is the best advisor you can find.

Minner Rob (110car8s) I went here to get a financial advisor about 3 months ago and so far it seems to be going pretty well. This is all new to me, but Ive been doing good with my investments that I have. So well see what happens?

Wanda Jimenez Very professional and quick to help with my needs. Thank you!!!