Janney Montgomery Scott LLC - Lancaster (PA)

Ed Diller Andy was a great source for advice on every aspect of social security. My wife and I were able to maximize our benefits thanks to his guidance.

Thomas Wise Bob is absolutely the best. An honest man who really looks out for his clients!

D. Wit Fantastic financial strategist. He explains financial paths you can take and the investments it takes to achieve your goals. It also helps that he makes it easier to understand for non saavy investors like myself.

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

Vince Nolt Very diligent highly recommended!!!

Sharon Walker Scott Bauermaster has taken care of our family finances/ investments for Decades, highly recommend!!

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.