Lendmark Financial Services LLC - Lancaster (PA)

Edith Ulrich Jason Weyforth has been so helpful to be for the last 4 years. I appreciate all he has done for me. He goes out of his way to help me with any questions I may have.

Lynn Goldfarb I found the practices of this operation to be deceptive and dishonest. They represented themselves as a division of Fulton Bank (their office was located next to the Royer Dr, branch of Fulton Bank). In fact, they were Raymond James. They told me they would purchase treasury bills for me for free. I opened an account, believing they were Fulton Bank, but when I later contacted them to buy T-bills for me as agreed (and learned they were really Raymond James) they refused to buy the T-bills for me. They wanted to sell me something else they could get cut of. They said had a "fiduciary responsibility" to only make transactions/investments that were in "my best interest" That is to say, in their best interest. Bait and switch at its worst!

Melissa Randall I highly recommend Conner. He will spend time helping you with all the aspects of your finances and provide great advice and help you plan for the future.

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

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.

Steve Dotter Bill has been my financial advisor for years. He is always available and always gives sound advice . He has helped prepare me for the future and retirement years. I highly recommend.

Joan Harrold Customized financial planning by caring, knowledgeable experts. They adjust to life changes I need to make and keep me informed about all transactions. After having very negative (and condescending) experiences with another firm, I am confident in the financial decisions I make with the advice of RBC.