Concord Public Finance - Reading (PA)

Michael Yednock Brad is a genuine and honest man. I have full trust in him and his company with all of my finances. Highly recommend!

Jackie Beem Chris is an experienced financial advisor who is passionate about his work. He has maintained a personal relationship with me and inspires a real sense of confidence and trust. Because he has taken time to get to know me well, he is able to take a holistic approach when considering options for my financial plan. Chris has a deep knowledge of financial concepts and encourages spending time with me throughout the year to keep me updated and answer my questions. I have recommended Chris’s services to family and friends, all of whom are very satisfied.

Bob Abreu Senior Financial Advisor with years of experience. Sean and Team at Atlas have a great client focused approach. Great market and investment communication skills. Providing solid knowledge of markets and benefiting ancillary products.

Landon Yorgey Patrick is great if you’re looking to set up an investment portfolio, Great guy to deal with, and very invested in his work.

Todd Marquette Cameron was awesome, personable, professional and very engaged

Arlean Spayd Weve been going there for quite a few years now. My brother goes there. Thats how I found out about him. We used to go to h&r block. But it got chaotic. Seemed like every year we got a new person who didnt know everything and had to ask other people for help. And the price kept jumping higher and higher. Jay is reasonable. Hes on top of things. I highly recommend him.