After spending 100 hours sifting through the confusing issues arising through signing up for Social Security and Medicare, I decided to give Landis Financial a try, after receiving a flyer in the mail. There is/was no cost to me so before pulling the trigger on my research, decided to have a professional look over my plan.SO happy I did. Daven Akimori was my case manager, and in 1 hour, educated me on some things many wouldnt see without help. I went in with an open mind and came out with a completely different approach. Daven is a Pro, well versed, calm and collected through several bumps we encountered with SSA and Insurance Companies not following through correctly. He put it on his shoulders, kept me informed, called and emailed PROMPTLY to inquiries from me.Yes I am a fan. In addition the entire staff and ownership are friendly, accommodating, and down to earth. Felt like I was the only thing they had to do today. Thank you Daven!!

When I first stared my job Jesse helped me go through each individual health care plan and choose the right one for me, he also went through all my benefits and helped me to understand everything I was being offered. I ended up also purchasing life insurance through Jesse and he fought for over a month to get me the absolute lowest rate possible. He has been incredibly helpful. After that experience I decided to go ahead and start investing with them. He helped me open up an IRA and has really been great with all of his recommendations. I highly recommend using Jesse for any insurance or investing needs.

I not only purchased my life insurance through Jesse Landis, and it was a nice and smooth experience. I also have him manage my investments. He is very knowledgeable and has grown my accounts at steady rates even in turbulent times. Really happy with the service, and will continue to work with Landis Financial, and Jesse for years to come.

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 Erics 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.

Each person I encountered at Landis Financial valued my time and was willing to share their expertise with a deliberate and clear manner in any capacity they represented at the firm.The whole firm’s sense of professionalism, personal integrity, and hospitality contributed to both their being most trustworthy and their gaining my highest regards.My advisor’s preparedness was remarkable. Jills presentation was articulate and easy to comprehend. Her understanding of and empathy towards my individual circumstances were greatly appreciated.I feel most confident and comfortable moving forward with my advisor and with Landis Financial. Most of all, I have a peace of mind I have not had for some time regarding my financial present and future.

Very attentive to detail and easy to work with. Always going the extra mile to present all options and help pick the right one.

We have worked with Eric Landis and his team for 15 years. We have referred many friends and cohorts to his company and everyone has told us how thankful they are to have his firm working for them. We feel confident about our future retirement and love working with Eric, Tracy, Jill and their team.

I’ve known Eric and Tracy for awhile and they’re wonderful people. I appreciate working with them. Our investments are in good hands with them. They’re in the service industry as I am and they certainly put their clients first.

The staff at Landis Financial Advisors are warm, friendly people who take time to listen carefully, discuss options, and work readily and willingly to guide you toward your financial goals. They are competent and caring, and thats a great combo!

My wife and I love working with Jill. She is very knowledgeable and provides great service. She is also very patient when we ask a lot of questions. I highly recommend!

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.

I highly recommend Landis Financial Advisors. Very knowledgeable and in tune with the market. We enjoyed working with them in setting up our long term care insurance and will continue to consult with them in the future as needs arise.

Landis Financial does excellent work and majors in customer service. They give great advice related to my situation and my financial goals. My wife and I have been clients of theirs for many years.

I would recommend Landis Financial Advisors without hesitation. Eric, Traci and their team have been key in helping me reach my financial goals.

💯 percent satisfied with the quality care of Eric Landis and his dedicated team!

Had a great experience working with Eric. Great support team also which I found comforting!

Very knowledgeable, competent advisors who work hard to service their customers in the best way possible. I highly recommend Landis Financial Advisors.

I approached Eric Landis with my mixed portfolio of investments and savings accounts 6 years ago, he worked with me, reviewed where I was and customized a plan to help me to reach my financial goals. I would recommend them without reservation.