Lancaster, PA Financial Planner

Helped me get out of a nightmare primerica account, excellent at listening and tailoring plans to your needs.

Ted seems to be the only Financial advisor that isn't in it all for the money, as a new widow knowing minimum information about stocks and how to make my money grow I've ... more

Amazing customer service at this local branch. Went above and beyond to help find the best plan for my unique needs. Stop in and see how they can help you!

Poor customer service...

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

Fred and staff are extremely helpful in all aspects. So glad he was recommended to us!

Through with details, quick and efficient. Lovely people and environment.

My Husband and I met with Daven for medicare insurance advice. He cleared up all the confusion as to what policies would fit our needs. He found us great policies that s ... more

I feel confident in the people at Sequinox. Joe is great to work with & very positive. Everyone else, Matt, Theresa are there for us too. In the almost year and a half si ... more

Scott George found me a great Medicare Advantage plan last year. He's easy to work with and does a great job.