Hershey Financial Advisers, LLC
What people love here...
Exceptional Service from Allen (Director of Client Relations)
Clients specifically call out Allen by name for his warm, patient, and non-salesy guidance.
Key Themes from Reviews
Staff Friendliness & ProfessionalismPositive
Customers praise the knowledgeable, warm, and professional demeanor of the staff that makes them feel at ease.
About Hershey Financial Advisers, LLC
About Hershey Financial Advisers, LLC
Nestled in the heart of Lancaster, PA, Hershey Financial Advisers, LLC is a trusted financial planner dedicated to guiding individuals and families on their journey toward long-term financial success. With a reputation built on transparency, professionalism, and genuine care, our team offers more than just advice—we deliver a personalized experience that puts you at ease the moment you walk through our virtual door.
Our Commitment to Clarity and Trust
At Hershey Financial Advisers, honesty isn’t a tagline—it’s a practice. From day one, Matt and his team make every transaction and account discussion crystal clear. Clients consistently remark on the straightforward explanations they receive, free from hidden fees or sales pitches. Whether you’re reviewing a portfolio update or exploring new investment opportunities, you can count on swift, thorough communication that leaves no question unanswered.
A Culture of Professional Warmth
Behind our sterling reviews lies a company culture rooted in respect, collaboration, and genuine enthusiasm for helping others. “Good job Hershey Financial Advisers for hiring amazing people,” one client observed, and we couldn’t agree more. When our staff embodies professionalism with a smile, it’s because they feel supported, valued, and empowered to deliver their very best every day. That culture shines through in every interaction, making you feel like part of our financial family.
Staff Friendliness & Professionalism
From your very first hello to ongoing check-ins, our team’s friendly demeanor sets the tone for a positive financial planning experience. Allen, our Director of Client Relations, exemplifies this approach. Clients rave that “Allen was very warm, professional and upfront about everything,” and appreciate how naturally he builds trust. Whether tackling complex questions or unpacking detailed statements, our professionals balance expertise with approachability—so you always feel respected, informed, and in control.
Transparency & Non-Salesy Guidance
One of the hallmarks of Hershey Financial Advisers is our unwavering commitment to a non-salesy approach. We believe financial advice should be educational, not pushy. Our clients frequently note how refreshing it is to engage with advisors who aren’t out to cross-sell products but to collaborate on the solutions that genuinely serve their goals. “He was not ‘salesy’ … upfront about everything,” a client shared, highlighting our promise to keep your best interests front and center.
Communication Quality & Responsiveness
Clear, consistent communication is the cornerstone of a strong advisor-client relationship. Whether by phone or email, we strive for swift, thorough responses that leave you confident in your financial roadmap. One client recalled, “Communication is swift and thorough,” while another praised how Allen “did an amazing job making me feel at ease with every question I asked.” And when you reach out to Jackie via email, you’ll see why she’s become a favorite—responding promptly with detailed, thoughtful answers that help you move forward.
Personalized Support That Makes an Impact
Financial planning isn’t one-size-fits-all, and neither is our support. We take time to understand your unique circumstances—your timeline, risk tolerance, and long-term aspirations—so we can craft strategies aligned with your vision. Clients often mention how comfortable they feel seeking guidance, knowing there’s no judgment, only genuine interest in their success. It’s this personalized attention, paired with clear explanations and responsive service, that transforms financial planning from a chore into an empowering experience.
Meet the People Who Make It Happen
- Allen, Director of Client Relations: Renowned for his warm, patient approach and unwavering transparency, Allen turns complex concepts into clear action steps.
- Jackie, Email Support Specialist: Your go-to for quick, consistent updates in writing. Clients appreciate her detail-oriented responses and friendly tone.
- Matt, Lead Advisor: Oversees every account with integrity, ensuring each recommendation aligns with your goals and budget—no surprises, no hidden fees.
Why Choose Hershey Financial Advisers, LLC?
Choosing a financial planner is a deeply personal decision. At Hershey Financial Advisers, LLC, you gain more than expert guidance—you join a community built on trust, transparency, and respect. Our Lancaster, PA–based team combines professional expertise with genuine warmth, delivering fast, clear communication and a no-pressure approach that puts you first. Whether you’re planning for retirement, managing investments, or simply seeking a second opinion, we’re here to make your financial journey as smooth and satisfying as possible.
Ready to experience financial planning with a personal touch? Contact Hershey Financial Advisers, LLC today and discover why so many Lancaster residents trust us to help them secure their financial future.
Categories
About This Business
Planning
- Appointments recommended
Amenities
- Restroom
Accessibility
- Wheelchair accessible entrance
- Wheelchair accessible restroom
- Wheelchair accessible parking lot
Contact Information
Lancaster, PA 17601
United States of America
Phone: +1 717-295-8888
Website: Visit Website
Customer Reviews
5.0 out of 5 stars
Based on 5 reviews
Review data
5 star reviews
- 100%
4 star reviews
- 0%
3 star reviews
- 0%
2 star reviews
- 0%
1 star reviews
- 0%
Working Hours
- Monday:
- 9AM-5PM
- Tuesday:
- 9AM-5PM
- Wednesday:
- 9AM-5PM
- Thursday:
- 9AM-5PM
- Friday:
- 9AM-5PM
- Saturday:
- Closed
- Sunday:
- Closed