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Over 463 reviews for
Kintnersville Financial Advisors from people just like you.

A
"
takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long" term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him. He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss
strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but
isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.

-JESSE S.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

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Financial Advising reviews in Kintnersville

A

Rating
Kintnersville Financial Advisors Provider Name Locked
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and has represented us when we were audited by the IRS.
The number of years that we have used
Kintnersville Financial Advisors Provider Name Locked
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
Kintnersville Financial Advisors Provider Name Locked
.
- William D.
A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Kintnersville Financial Advisors Provider Name Locked
on
Kintnersville Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Kintnersville Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Kintnersville Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Kintnersville Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Kintnersville Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Kintnersville Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Kintnersville Financial Advisors Provider Name Locked
, is very warm and professional.

Kintnersville Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Kintnersville Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.

Financial Advisors in Kintnersville, PA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

1847 Financial

161 Washington St., Suite 700
Conshohocken

3 Pointe Financial

8001 Irvine Center Dr

Academy Wealth Advisers

P. O. Box 114
Penns Park

Adam S Kazan CPA

255 S 17th St
Philadelphia

Advisors Mortgage Group, LLC

1201 N. 2nd st
Philadelphia

AIG Federal Savings Bank

503 Carr Rd # 130

ALAN POLLACK CPA

1212 SEA GULL LN

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMCL HOME IMPROVEMENTS LLC

424 SAWYER DRIVE
Harleysville

American Prosperity Group

532 Durham Rd
Newtown

Ameriprise Financial

One Summit Square
Langhorne

AMG Legacy Planning

10100 W Sample Rd

Approval Plus Mortgage

609 HAMILTON ST
Collegeville

BetaFrontier, LLC

156 W Superior St

Bishop Associates

1235 Peoples Plaza

Bliss & Company Ltd

810 Downingtown Pike
West Chester

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

BURKE LAWTON BREWER & BURKE

516 N BETHLEHEM PIKE
Ambler

Cape Investment Management

502 Washington Ave Ste 620

Capitol Title Loans

772 Pulaski Highway

Cardinal Advisors

117 Edinburgh South Drive Suite 280

CashAdvancer

1735 Market Street
Philadelphia

CIMINERA ADVISORS LLC

755 N Monroe Street
Media

Commonwealth IRS Tax Advisors

1300 South Columbus Blvd
Philadelphia

Credit Repair Philadelphia

1619-1623 Walnut St

Davis CPA Group

20 N White Horse Pike

Dedicated Investment Advisers, LLC

2024 Darby Rd
Havertown

DIAMOND STATE FINANCIAL GROUP

121 Continental Dr Ste 110

DONAHUE FUNERAL HOME

1218-20 Bethlehem Pike
Flourtown

Draves & Associates, Inc.

P.O. Box 34
Gilbertsville

Edelman Wealth Management Group, Inc.

777 Township Line Road, Suite 190

Edit Your Credit, LLC

117 W Gay Street, Suite 216
West Chester

EDWARD JONES

8640 GERMANTOWN AVE
Philadelphia

Edward Jones Investments

1107 Mantua Pike

Farmers Insurance

645 E. Butler Ave
New Britain

Financial Independence Planning

275 East St Rd Suite 1 Second Floor
Feasterville Trevose

FORD AND ASSOCIATES

808 BETHLEHEM PK
Flourtown

Freedom Credit Union

626 Jacksonville Road, Suite 250
Warminster

Freyman CPA, P.C.

40 Exchange Place

Gina M. DeFlavia CPA, LLC

125 Bartholomew Road
Berwyn

GREENTREE MORTGAGE CO

10005 Lincoln Drive West

GS Services Group, LLC

210 River Birch Circle
Kennett Square

Gummer Elder Law

220 Farm Lane, Suite 201
Doylestown

Gummer Elder Law

1260 Bustleton Pike
Feasterville

Hanna McGlone & Co PC

455 S Gulph Rd
King Of Prussia

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

HJ Wealth Management LLC

1000 Germantown Pike
Plymouth Meeting

iBank

3090F Pullman St

Independence Financial Group, Ltd.

625 W. Ridge Pike, Bld C, Ste 103
Telford

Independence Tax Service

259 Veterans Lane
Doylestown

Innovative Wealth Partners LLC

333 E City Ave
Bala Cynwyd

INSURANCE QUOTES OF AMERICA

28 S 18th St
Philadelphia

Invest In Your Debt

8005 Eva Dean Circle

IRS Tax Help Team

1201 S Beach Blvd

Keystone Financial Solutions PC

47 Marchwood Rd Ste 2G
Exton

Klatzkin & Co LLP

1670 Whitehorse Hamilton Sq Rd

Legal Service Center LLC

830 South st
Phila

Martin Financial Group

4 Independence Way

MARY ANNE BOHLINGER CPA LLC

32 West Upper Ferry Road

Masari Capitol

5 Indepence Way

Mascherino Financial

1869 Charter Ln Ste 201
Lancaster

Mortgage Consultant Group

275 E Street Rd Ste A
Feasterville Trevose

MyMedicareQuotes.com

6277 Ferry Road
Doylestown

New Day 360

366 Main St
Bristol

New York Life Insurance Company

400 Glendale Rd
Havertown

Penn Rise Benefits, Inc.

772 Marshallton Thorndale Rd
West Chester

Personal Cash Advance

1000 N. West Street, Suite 1200

Pinnacle Financial Advisors LLC

11000 Lincoln Dr West

PNC Investments

Philadelphia

Primerica Financial Services

1840 County Line Rd #105

Providence Investment Management Co

1489 Baltimore Pike
Springfield

Prudential Financial

2135 S 20th St
Philadelphia

RetirementMoneySecrets.com

715 E. Main St, Ste B

Robert A Slowik PA EA CFP

744 Sumter Drive
Yardley

S P Johnson Group

2025 Delaware Ave

South Jersey Tax Services

214 W. Main Street

STEVE CLOTT CPA CFP(R) EA

2024 DARBY RD
Havertown

Superior Document Services

1609 Woodbourne Rd
Levittown

Tax Attorney Help Philadelphia

333 East Lancaster Avenue, #190
Wynnewood

Tax Pros on Demand

333 N Oxford Valley Road
Fairless Hills

Tax Resolutions, LLC

75 Street Road
Southampton

TBRE Consulting Company

132 Canterbury Ct
Oxford

TDS Accounting, LLC

27 Gabrielle Circle

The 401k Rollover Store

2120 Bellemead Ave
Havertown

the cucchi group

Newtown Square

The Home Rescuers

875 Mantua Pike Suite 12

The Mutual Fund Store

484 E. Evesham Rd., Suite 5

The Mutual Fund Store

1000 N. West St.

The Mutual Fund Store

38 East Germantown Pike
East Norriton

The Philadelphia Group

150 S Warner Rd Ste 300
King Of Prussia

The Varrenti Company Inc

9 N Five Points Rd
West Chester

Trinity Wealth Management, LLC

1000 Westlakes Drive
Berwyn

Turner Equipment Financing

P.O. Box 275
Hilltown

UBS FINANCIAL SERVICES INC

100 Overlook Ctr Ste 100

United Gold Direct

2945 Townsgate Road

VERITAS STRATEGIES

18 North Main Street
Doylestown

Wayne Campbell

Philadelphia

Wells Fargo Advisors

2240 Butler Pike Ste 300
Plymouth Meeting

Woodland Debt Consolidation

1506 Chestnut Street
Kintnersville Zip Codes

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