Lindenwold Advisors - Reading (PA)

Kristie Nowicki If you are looking for a financial advisor who is going to help you implement a financial plan that is tailored to your specific needs, give Dave Rathgeb a call. He will make you feel more secure about your financial future.

beth Jackowski Awesome people who really care about your future!

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.

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?

John Harris They have been doing my taxes for years. They explain everything and make suggestions on how to make sure you pay as little as possible on taxes or get the return you want.

Martina Kubíková At least 3 years of experience and joint cooperation in completing tax returns for our foreign clients. Prompt preparation of Returns - Giving exact instruction in one email - Providing exact timescale for preparation of Returns - We receive objective recommendations. Thank you. CEVE s.r.o.

Matt Hennessy Extremely kind people and great advice. They took time to learn my wife and Is unique situation and guide us to our specific goals. They didnt just follow a script or template for everyone, they actually cared how we wanted to invest. Super helpful for our small business and our personal needs as well.