Pennsylvania Wealth Management

Aug 2025

When we had to withdraw money to buy a house in Florida we never received a call back to help us. His secretary would give us answers never had any answer by him always said this is what Jason said. We had annuities with the company he suggested big mistake. We had to call them for advise lost money cannot wait till I can move everything over somewhere else. He is a very pleasant man and I am sure he is very smart but I am very sorry I went with his company.

Feb 2025

Jason is a nice guy, however he’s more like a life insurance broker than a financial planner. He does not seem to manage funds like LPL or Charles Schwab, but rather deposits your funds with an insurance company. The insurance company makes money, Jason makes money and, in our case, we made little money! Approach this firm carefully and be careful what you sign, especially if it says anything remotely from an insurance company!