Financial Planners near Wormleysburg
Financial Planners near Wormleysburg picked by BestProsInTown
6 businesses
Stonebridge Financial Group
“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.”
LifeGuide Financial Advisors
“Working with LifeGuide has been a blessing to our family. From the very beginning, Doug D., Matt H., and Kris S. took the time to understand not just our finances, but our lives, our priorities, and the people and callings closest to our hearts. Their approach is refreshingly different—deeply faith‑based, biblically grounded, and focused on helping us make wise decisions that honor God and steward well what He’s entrusted to us.
We’ve been especially grateful for their team‑based model. Doug, Matt, and Kris each brought their own strengths, yet worked seamlessly together, giving us confidence that we were being cared for with excellence, integrity, and genuine personal concern. They never rushed us, never pushed a product, and never treated us like a number. Instead, they walked alongside us with patience, clarity, and a steady commitment to keeping Christ at the center of every conversation.
LifeGuide’s values—fee‑only guidance, faith‑focused counsel, and a collaborative team approach—aren’t just words on their website. They show up in every meeting, every recommendation, and every interaction.
We are truly grateful for Doug, Matt, Kris, and the entire LifeGuide team. They are advisors who care about you and your family as much as your savings, and who help you align your finances with your faith.”
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