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Stages Planning Group, LLC - East York, Pennsylvania

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 3215 E Market St, East York, PA 17401.
Phone: 174308914.
Website: stagesplanning.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Stages Planning Group, LLC

Stages Planning Group, LLC 3215 E Market St, East York, PA 17401
☎️174308914

⏰ Open Hours of Stages Planning Group, LLC

  • Monday: 9 AM–4:30 AM
  • Tuesday: 9 AM–4:30 PM
  • Wednesday: 9 AM–4:30 PM
  • Thursday: 9 AM–4:30 PM
  • Friday: 9 AM–12 PM
  • Saturday: Closed
  • Sunday: Closed

Stages Planning Group, LLC es una empresa de planificación financiera con sede en East York, Pennsylvania. La empresa ofrece servicios de planificación financiera a individuos y familias en busca de una mejor planificación financiera.

Características de la empresa

Stages Planning Group, LLC tiene como objetivo brindar a sus clientes un enfoque personalizado y profesional en la planificación financiera. La empresa cuenta con un equipo de expertos en planificación financiera capacitados y experimentados en ayudar a sus clientes a alcanzar sus objetivos financieros.

La empresa ofrece una variedad de servicios, incluyendo planificación financiera, inversiones y seguros. También proporciona asesoramiento y orientación para ayudar a sus clientes a tomar decisiones informadas sobre sus finanzas.

Stages Planning Group, LLC es una empresa de confianza y respeto, comprometida con brindar servicios de alta calidad y personalizados a sus clientes.

Ubicación

La dirección de Stages Planning Group, LLC está ubicada en Address: 3215 E Market St, East York, PA 17401.

La empresa también cuenta con un teléfono disponible para que los clientes puedan contactarlos fácilmente. Pueden llamar al 174308914 para obtener más información o para programar una cita.

Página web

Pueden obtener más información sobre Stages Planning Group, LLC visitando su página web en stagesplanning.com.

Especialidades

Las especialidades de Stages Planning Group, LLC incluyen:

  • Financial planner

Otros datos de interés

Stages Planning Group, LLC ofrece:

  • Estacionamiento accesible para personas con discapacidad
  • Restaurante accesible para personas con discapacidad
  • Requisito de cita previa
  • Recomendado programar una cita

Opiniones

Esta empresa tiene 2 reseñas en Google My Business.

Media de opinión

La media de opinión es 5/5.

👍 Reviews of Stages Planning Group, LLC

Stages Planning Group, LLC - East York, Pennsylvania
MD T.
5/5

I recently retired from a large, well-known hospital in Baltimore, my retirement fund was with their contracted financial group, also as large and impersonal as the hospital, albeit not as "famous".

I decided it was time to take a more hands on approach with my finances and that's when I met Conner Brady from Stages Planning Group.
Conner couldn't have been nicer or made our first meeting more comfortable and convenient, first by asking if I preferred to meet in person or via Zoom.

I chose Zoom and it was a good thing for me that I did, because life never goes as planned, my 3-year-old grandson was dropped off an hour before my meeting. Not only was Conner very patient and flexible while I was trying to wrangle my grandson, but he also genuinely knows his stuff!

He was honest with me, told me what I needed to know, not what he thought I wanted to hear, did not talk over my head, as the other financial planners had, didn't try to sell me anything that I didn't want or need and suggested what he thought would best suit MY needs.

In short, I highly recommend the Stages Planning group.
I have since had the pleasure of meeting both Lou Leyes, owner of Stages and colleague Marcus Snow.
I would recommend any of these guys to my friends and family, but I was particularly impressed with Conner Brady for his patience and not missing a beat while explaining to a practically, financially illiterate grandmother with a 3-year-old on her lap!

Well done job Conner Brady!

Stages Planning Group, LLC - East York, Pennsylvania
erin W.
5/5

We have been working with Stages Financial Group for the past 5+ years and I cannot say enough about how great they are to work with. They have literally helped us to transform our business and personal finances. Lou Leyes is exceptional at what he does. Do not hesitate to hire them!

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