Northeast Financial Group - Wyomissing (PA)

Pete Martinez Great wealth management company. Love working with my advisor Bill. He is extremely knowledgeable and is always looking after my investments like they are his own. Attention to detail is apparent, and their data software apps are easy to use. I would highly recommend!

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

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.

Mary Cleaves-Duncan In this day it is rare to find financial advisers who truly seek the benefit of the client over business gain. Blue Chip Financial is one of these rare gems. This family owned business practices integrity, and excellence! They have excellent knowledge and their advise is honest. I highly recommend investing your time to consult with them and hope that you will be blessed with their expertise as I have been over the past few years.

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.