Waller Tax & Financial Services - Lancaster (PA)

Janine Hughes Trying to fix and grow my credit. After a lot of inquiries, being denied do to status of my credentials. Bryce S.- very professional, has a willingness, passion for helping you grow individually. To him you are not treated as a number, rather with potential growth of your future.

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.

Warren Tyson Mike and his team have provided my wife and I excellent and competent financial advice. I highly recommend their services to a broad range of clients.

bryna freeman They do not return emails or phone calls. Be warned, if you use your car title as collateral for a loan, they will NOT give it back to you under any circumstances. My car needed thousands of dollars of repairs to pass inspection and I wanted to trade it in for a better car. They would not give me the title back to do a trade in, so I purchased another car and my old car is sitting in my driveway not being used and I cant sell it without the title. They told me when I signed up for the loan that if I needed the title back for any reason, they would work with me, however, I have been trying to "work with them" for months to come to a resolution and they dont return emails or phone calls. When I finally get someone on the phone, they tell me they will check what they can do and then never call back.

Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!

Karsten B Great advice and wonderful staff! Very responsive and well informed!

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.

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.

Vince Nolt Very diligent highly recommended!!!