Lane Hipple - Wealth Management Group E 3rd St, Moorestown

Lane Hipple - Wealth Management Group Reviews

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  Catherine Hipple
  5

  I always come away from our meetings at Lane Hipple feeling secure and confident in their management. When I have a question or concern, I always get a prompt response and never feel like I'm asking a bad question. As my husband and I now find our way into retirement, we are grateful for the support and information Andy has given us. He is always clear explaining our choices and helping us make the ones that suit us best. Andy is active and conscientious in managing our portfolio and we are very pleased with the results. I am a very happy client!

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  A Beale
  5

  After many years as a client of Tom Lane, Jr. and his team at Lane Hipple Wealth Management Group, I thought if was finally time to sit down and help others in the search for a certified financial planning organization. As a previous sales executive in the financial services industry, I was looking for someone with excellent credentials, broad financial knowledge, an extensive network of resources, good listening skills and delivery excellence. The result was Tom Lane, Jr and the LHWealth Mgt Group. Through out our long relationship, he and the team have never given us a moment of concern and consistently exceeded our expectations. This relationship began in helping our elderly parents in establishing their financial program and end of life strategies, as well as establishing educational funding programs for our children and grandchildren. Now retired for 13 years and after 24 years in our home, we decided to relocate. Tom and team rallied to make it happen and provided the confidence needed to assure our future plans are in place. My wife and I highly recommend The LHWealth Mgt. Group. Their guidance and reassurance has been invaluable. Our business relationship has certainly transitioned into a friendship, which translates into Trust. Should have written this earlier.

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  Karina Pursell
  5

  Spend 10 minutes with any of these individuals, get years of advice. It’s a family business but they are all extremely accountable and knowledgeable about their field. They can answer everything from a financial standpoint. And if they can’t or need to double check- they will be honest and get back to you in an amazingly prompt fashion. Awesome group of experts in their field.

  Response from the owner

  We are honored to assist in any way we can. Thank you for these kind words.

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  Megan Malandro
  5

  My husband and I love working with Lane Hipple Wealth Management Group! They have truly made managing all of our assets as easy as possible. Understanding all of the ways I can utilize my finances is generally over my head, so it has been nice having someone take this on for us. Most importantly, Andy Hipple and the team make everything incredibly easy to understand. We leave our calls feeling confident and relieved that our money is in good hands. We have recommended them to several friends and family and will continue to do so!

  Response from the owner

  Megan, We appreciate the generous review and opportunity to guide you and Nick. We understand the importance pf simplicity and confidence to your financial planning. It is a honor to work together and we look forward to future conversations.

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  David Petersen
  5

  Lane Hipple is an incredible group that truly cares about their clients. Tom Lane is always available to support me on any financial topic. Tom has delivered great results and always has my best interest in mind. He is incredibly knowledgeable, and someone you can absolutely trust. It is a pleasure to work with the entire Lane Hipple team and I truly appreciate their incredible customer service. I value having the peace of mind to know that I am getting trustworthy expert advice and the best guidance available on planning for my financial future. I highly recommend Lane Hipple.

  Response from the owner

  Hi David, Thanks for the generous feedback. We strive to deliver a great client experience and enjoy sharing our knowledge to help clients make informed decisions. It is a pleasure to guide wonderful clients like yourself.

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  Joseph Bus
  5

  I’ve been looking for a trustworthy investment advisor for quite some time until I’ve talked to Thomas A. Lane, III at Lane Hipple Wealth Management Group. I would recommend Tom to anyone who is interested in re-evaluating an investment portfolio or seeking an advice on a retirement plan. Tom has provided an honest, unbiased, and professional advice. He has invested time and effort to understand our financial situation. Tom has provided an insight into my investment patterns and helped to weather the latest stock market turmoil with helpful recommendations. His reports and analysis provided clear options on our path to achievable retirement goals.

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  Jeff Farren
  5

  My wife and I have received excellent service and great return on investment since moving our money to Lane Hipple. Tom has been incredibly responsive and always explains things in a way that we are able to understand. They are genuinely interested in our financial goals and making sure that we are on the right track. I highly recommend Lane Hipple Wealth Management!

  Response from the owner

  Dear Jeff, It is a pleasure serving you and your family. We really appreciate you taking the time to share your feedback and being so kind. We look forward to our next visit.

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  Tom F.
  5

  I am a recent retiree, and based on my experience.. I researched for about 2 yrs for a financial advisor. After a very long story let's say, I came to Lane Hipple. Tom was one of 5 different advisors I interviewed. He was the only one that left me with a trusting feeling, and all the right credentials. They listen, respect your thoughts, and give you their best advice. Lane Hipple Group has been a pleasure to work with. I do recommend them.

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  Mary Catharine Sneider
  5

  My husband and I are successful, well-educated professionals, but are sorely lacking in financial literacy. We have been working closely with Andy Hipple at Lane Hipple Wealth Management Group to guide us in achieving our financial goals. With his expertise and knowledge in the areas of saving, investing, wealth management, estate planning we feel we are on a steady upward path toward financial security. Andy is tactful, respectful, knowledgeable, responsive. Highly recommend LH Wealth Management Group!

  Response from the owner

  Hi Mary, We appreciate the thoughtful review, and continued trust in Lane Hipple. It is a joy working together guiding you and your family along your financial journey.. We look forward to what lays ahead for you and will be there to help you reach your goals.

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  Carin Troy
  5

  Highly recommend Lane Hipple Wealth Management Group for your investments and retirement planning. We chose to work with Tom Lane after interviewing multiple local firms. Lane Hipple provides a service that is rich in integrity, transparency, professionalism and flexibility as our family changes. We sleep better at night knowing that Lane Hipple is managing our investments.

  Response from the owner

  Dear Carin, Thank you for the thoughtful review, you have captured our firms core fundamentals. We appreciate the opportunity to serve you and your family. We are dedicated to providing many more sleep filled nights.