Morgan Stanley Financial Advisors - Wyomissing (PA)

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

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

chris pachuilo I can see there are some bot accounts here adding their “reviews”. Very poor behavior from other companies. GL financial has provided the same consistent, transparent and lucrative service to me and my friends for the past 5 years. They have gone extra lengths to ensure they get you the most return back or little pay in as possible. There has never been an issue with any of my taxes the past 5 years, and I can say the same for those who I referred.

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.

Wanda Jimenez Very professional and quick to help with my needs. Thank you!!!

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.