Convergent Financial Strategies LLC - Reading (PA)

Alexis Ninfo Jon was informative, precise and honest. Everything you could want in a Financial Advisor. Will highly recommend!

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.

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.

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

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.

raymond albert Ive know Dennis for many years, professionally and personally. Ive also invested with other financial planners If youre looking for an honest investor; one who actively listens to your need; Dennis Pellegrini is the one To choose

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