18 Aug 2014
August 18, 2014

Bonnie F., of Windsor PA

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“I have been wanting to move my 401k money into an IRA since I’m over 59-1/2. I spoke to my insurance man – not impressed. I spoke with a financial advisor from a large brokerage firm in York – not impressed. But what you guys do at York Independents… I am totally impressed! Happy to be a client!” Bonnie F., Windsor PA
18 Aug 2014
August 18, 2014

Frank and Nancy, Dover PA

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we are happy to be your client. We like the work you do, and we love your personal approach!

16 Jun 2014
June 16, 2014

Joe and Pat K., York PA

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“We feel very fortunate in seeing the seminar announcement in the newspaper for “Maximizing your Social Security”.  We attended the seminar one evening after work and were very excited about the possibilities of finding extra money that technically is really our and is due to us! We were especially excited about the opportunity to have the free computer assessment that could navigate the waters of Social Security effectively so we could maximize our benefits.”

16 Jun 2014
June 16, 2014

Debbie and Craig R., East York

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“Even in our wildest dreams we could not have imagined engineering social security to work like this in our favor!”  Debbie and Craig R., East York

17 Mar 2014
March 17, 2014

S. & J. Funk of Etters

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“GREAT presentation!  Well worth our time!”,

17 Mar 2014
March 17, 2014

Brad and Deb of Middletown

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“Sean made the process of investing very easy and presented an investment tool that helps protect our assets from shrinking. It was presented in a way that everyone [including us!] could comprehend. We feel secure and have a lot of peace of mind. We’re now looking even more forward to our retirement years since we can now better plan our cash flow.”

17 Mar 2014
March 17, 2014

Bill of Camp Hill

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“Sean conducted the best seminar I have ever attended at a Boscov’s store” (Referring to our Maximizing Social Security Seminar)

“Thank you for the very informative chat we had regarding social security benefits.  You were very helpful. You made what can be a confusing topic very understandable, and your clarification of my questions was excellent.  Your explanations were easy to follow and I’m feeling much more comfortable about the whole area of social security benefits than I was just a short time ago.  Thank you for sharing your time and expertise.”, Dr. Sharon Christ, Ph.D., Penn State University York, Dean (Ret.), current Director of Enrollment Management and Strategic Recruitment and Retention Initiatives

17 Mar 2014
March 17, 2014

Linda and Shannon of Wrightsville

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“Please accept our belated “Thank You” for looking over our Social Security benefits and offering suggestions as to how we might improve them.”

17 Mar 2014
March 17, 2014

Debbie and Todd of York

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“We wish we had met Sean 10 years sooner!”,