Insurance in Manheim, PA

“My husband received a retirement account with his work a few years ago through Edward Jones and that led us to meet Phil. Since then he has helped advise us on our investments, savings goals, major purchases, and big decisions over the years. He has been an invaluable asset and help to us, always providing careful advise with kindness and wisdom. He presents complex data in a way that makes it easy to understand and breaks things down so you can get a realistic picture of your finances unlike many other financial advisors. Even though my husband no longer works at the company that had his retirement plan set up here, we kept our investments here and still meet with Phil for financial coaching and advice. Highly recommend him!”

“Tom has consistently provided customer service that is responsive, professional, and personalized. Perhaps of greatest value is that Tom's way of doing all that he does is of the highest ethical quality. When dealing with the complexities of insurance coverage, you need a point of contact that you can take at their word. Tom is that individual. We utilize him for our auto insurance, home insurance, life insurance, and umbrella policy. He is definitely a "standout" in his field.”

“I had the pleasure of working with Corey Faus. Corey provided me with multiple insurance options and answered my many questions in a timely fashion. His responses were clear and concise which made my experience much less stressful. I greatly appreciated his help and expertise.”