Peter Xenias Financial Services - Lancaster (PA)

Britta Alam We have been with LifeGuide for several years and can highly recommend them. What stands out to us is how they love the Lord and care for their clients. They are very personal and always do their very best in establishing the best possible financial plan. We started with LifeGuide and then the pandemic hit. We dont know what we would have done without them guiding us through that roller coaster. They provided security and peace of mind and still do. Christopher and Britta

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!

gimd The (2nd on the title) Gardner running this firm is the cousin of Tom and David Gardner. The first Gardner is Tom and Davids Dads brother . . .

Timothy Story I have utilized his service for a while now, and I have not had any qualms with him or the quality of his work.

Linda Love Im so grateful for the opportunity to speak with Dan Bailey and Henry recently. Im a widow with a limited understanding of financial investing / management. Dan was very helpful and willing to answer all my questions, as I move forward in seeking the LORDs will regarding the sale of properties, managing my retirement account, and moving to a retirement community.

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

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.

sl29 I just had my first meeting with Lisa for help with my buisness taxes and I have to say I walked in not knowing if she would be a good fit to help me as a small business owner. During our first meeting she related to my situation so well and shared her experiences and let me know that she can get me on track to meet my goals. I left with such a great feeling of adding the right person to my small team!