Financial Planners near Wormleysburg

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“Jonathan and Lonn build their business on the foundation of ethics and integrity. I've known them in the context of their services among business owners, and I have also seen their heart for philanthropy. I recently sat in on a presentation for corporate retirement plans--LEARNED A LOT. They're very responsive and thorough. Trustworthy.“

“We used Lifeguide because we already knew some of the great people there and were confident we could trust them with our life savings. We don’t live in the area any longer so we had to meet virtually. I was a little unsure how the meetings would go but from the first moment we met Matt he was friendly, kind, and patient with us. Matt did a wonderful job guiding us through discussions about clearly identifying our hopes and dreams for the future. Kris joined in our later meetings and brought great insight into the details of our finances and was easy to talk to. Matt and Kris’s willingness to get to know us better helped us focus on what was most meaningful to our peace now and in the future while keeping God in the center of it all. It was truly a great experience!“

“My wife & I have been clients of Conte Wealth Advisors for the past four years, and our experience has been outstanding. Andrew Wallace has been a significant part of that positive experience. His knowledge, professionalism, and steady guidance have given us great confidence that we are on the right track in retirement.
Andrew takes the time to explain strategies clearly, answer our questions thoroughly, and ensure we are informed and secure in our financial decisions. His thoughtful approach and genuine care for our long-term goals have provided us with both reassurance and peace of mind. We feel Andrew listens to us and no question, concern or idea goes unanswered.
We highly recommend Andrew Wallace and Conte Wealth Advisors to anyone seeking trustworthy, proactive financial guidance.“

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