Landis Financial Advisors, Inc. - Lancaster, Pennsylvania

Landis Financial Advisors, Inc.

Landis Financial Advisors, Inc. is a distinguished financial planning firm located at 3008 Columbia Ave, Lancaster, PA 17603. Established with a commitment to providing exceptional financial guidance, they have earned a stellar reputation among their clients. With a phone number of 172086990, customers can easily reach out for personalized assistance. Their website, landisfinancialadvisors.com, offers comprehensive information about their services and expert team.

Specialties: Financial planner.
Other points of interest: Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 29 reviews on Google My Business. Average opinion: 4.9/5.

👍 Reviews of Landis Financial Advisors, Inc.

Mark L.

2/5

My wife had a prior very positive experience with Landis while working through insurance needs for my mother in law. We decided to consult with Landis as we approach Medicare age. Upon arriving for our 1 pm appointment, we were immediately greeted by someone who was expecting us and who professionally gathered information for our file. We then waited for our account manager. And we waited. After about 10 minutes, the person who checked us in, came over and apologized for our account manager being so late. He finally arrived 25 minutes late. Upon arriving, he never acknowledged he was extremely late. When I expressed my annoyance with his very late arrival, he got annoyed with me, and rather than just apologize, he blamed others for not informing him that his 1 pm had arrived. I found this to be incredibly unprofessional. On the insurance details, he was very knowledgeable. The overall experience was not pleasant after such a disappointing beginning.

Cathy B.

5/5

My Husband and I met with Daven for medicare insurance advice. He cleared up all the confusion as to what policies would fit our needs. He found us great policies that saved us quite a bit of money. He was very knowledgeable and patiently answered all our questions. And the appointment was free!

Mary A. V.

5/5

My husband and found the staff very friendly and professional. Our agent was Daven. He review our medicare supplement insurances and made some suggestions. After listening to his recommendations, we decided to take his advice. We are pleased with our decision. Daven also did a follow up to see how our insurance is working and if there is any questions or problems. We are both pleased with our insurance, as well as, Daven.

anthony R.

5/5

I truly enjoyed my experience. Professional and warm from start to finish! It was easy for me. Daven took care of my healthcare needs removing all stress. In no time he set me up and I was on my way. I am grateful for the help!

Steve H.

5/5

I recently retired and decided I needed expert financial advice and interviewed several financial advisors. I felt very comfortable selecting Landis Financial. Eric came recommended by a coworker. I have since recommended Eric's services to others. The whole Landis staff is very personable and caring. Eric took his time with me to understand my level of risk for investments and provided options that I think best suit my long term and short term goals for growth, asset protection and tax liability.

Harold E.

5/5

I highly recommend Landis and Daven to explain and set up your medicare for you. I read up on medicare and it was so confusing, I needed help .so I contacted Landis, set up an appointment and Daven explained everything in a way that I understood it . Thank you Daven for all your help.

Joy B.

5/5

We made an appointment to discuss Medicare options after having done our research on the subject. We were impressed with the way we were met and treated by the people who greeted us. We felt like we were valued by them.
We had an appointment with Davon Akimori. Davon was extremely knowledgeable about medicare and the options available to us. He presented the information in an understandable way and answered all of our questions. We were able to see a clear path that worked best for us because of the way he presented the material. We enjoyed his positive, friendly interaction with us and decided to work with him on setting up our Medicare plan. We would highly recommend Davon Akimori.

Tricia H.

5/5

I realized that I needed to get long term care insurance after having a family member go through a serious illness without such insurance. I did not understand anything about long term care insurance, nor where to start. From the moment I walked in the door, I was treated like family. Jesse Landis, Eric Landis and Tracy Landis are all very knowledgeable and well versed in all aspects of long term care insurance. I now have a better understanding of the insurance. I highly recommend Landis Financial Services for all of your financial needs and planning. Not only will you get great rates, you will have ethical, knowledgeable, honest advisors working with you and assisting you with all of your financial needs and planning from start to finish.