Stephen was very friendly , helpful and informative on the phone. Even though it was 4:50pm close…read moreto 5 (Closing time for a lot of other people) - He still took my call. Kill them with Kindness is a great business virtue - And this guy and his Secretary have nothing but a lot of that ; Kindness as well as very helpful. Rated 5 Stars because of how helpful and friendly they were.

Recently, I stopped into Thome Insurance Agency for a complimentary policy review. Jim was kind…read moreenough to take time out of his day to check over my home and auto policies and to answer my questions about life insurance. He was very thorough and made several suggestions as to changes I should consider making to get the most out of our coverage. I felt zero pressure to buy anything and overall had an excellent experience.

Erie insurance company is a scam. my 80 year old neighbor had a plumbing leak 4 weeks ago. Erie has…read moreyet to send out an investigator. Her rugs are ruined. Berks fire tore up her floors and stacked her furniture. How can any business treat its decade paying customer this way. Shame on Erie Insurance.

My friend recommended this insurance agency to me so I called for a quote comparison to what I am…read morecurrently paying. I was pleasantly surprised by how much money I could save for the same coverage! Both agents are so pleasant and helpful. So happy I called for a quote. I highly recommend that you just call and see what they can do for you! You have nothing to lose!

I have been working with Jason Bergey and Nancy Baker for 2 years helping them plan educational…read moreseminars they teach to the public. Not only are Jason and Nancy a pleasure to work with but we constantly get positive feedback from the public on how informative Jason's seminars are. Jason specializes in Estate Planning, Maximizing your Social Security and Minimizing your Taxes. You're definitely in good hands with Jason Bergey! See below for some actual comments we have received. * I attended a seminar yesterday and found it very helpful. I thought it was very informative for the 90 minute talk. I think anyone close to retirement or in retirement would benefit from this information. It could save you a lot of tax dollars! * I have attended quite a few seminars in preparation for retirement. I was fascinated by the information given at the seminar. Fascinated enough to want to meet with Jason, the presenter, to learn more and explore options. * The information was timely and provided a different perspective to review and apply to the forth coming end of year and future planning. Thanks. * Very interesting and informative seminar. Was well worth the time spent in attendance. Would recommend anyone preparing for retirement in the near future to attend a session. * We learned facts that our CPA of more than 30 years never enlightened us about. Wish we had known some of the items included 10 years ago!! * Very good class on taxes in retirement seminar. * I am not a financial type so I felt I would be somewhat overwhelmed, but Jason did a good job of presenting the information. * Learning capital gains are not taxable! Also learned there are many ways to look at how to protect the funds we have worked so hard to live off of. * Excellent speaker. Explained the implications of various income sources on federal tax burden. Wish I had heard of Jason before I retired. * Did a great job discussing the changes and opportunities available to us.

As a first time taxpayer in PA, Loeffler was highly recommended. Unfortunately, I have been…read morenothing but disappointed in the attitude of a couple of the male employees who communicated with me regarding both the huge amount I owed at the end of 2021 as well as subsequent interest due on last year's payment. They were abrupt, lacking empathy and rude. Never again.

I have been going to Lisa for the last 2 years now and I plan to keep going as long as she is…read morethere. I appreciate her help and easy explanations when it comes to filing my taxes and she makes me wanna keep coming back!

Paul Gibbs has been an upstanding, reliable individual ever since I knew him at Penn State…read more When I moved out of York, we fell out of touch, but that would have no effect on his business or personal integrity. I would recommend him without reservation.

Darren Finn and Jennifer Shutter were excellent!…read more We won a huge case with the help of Simon & Lever. Darren and Jennifer went out of their way to prepare and coach us for the big presentation and helped us win our case with first-class financial documents. Thanks again!

I refer everyone to Stein Insurance when they ask about insurance. The staff is friendly and…read moreknowledgeable. Over the years we've moved all of our insurance to Stein. Ms. Brown takes the time to shop multiple companies to get us the best policy. I appreciate it. No one is pushing any particular product. It's a small company and I like it that way. I'm not a number or just a quote. They know your name and treat you like family.