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Over 483 reviews for
Kintnersville Financial Advisors from people just like you.

N
"
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended"
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.

-Edward S.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

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Local Articles in Kintnersville

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Financial Advising reviews in Kintnersville

A

Rating
Kintnersville Financial Advisors Provider Name Locked
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
Kintnersville Financial Advisors Provider Name Locked
first.
- Ed J.
N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Kintnersville Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Kintnersville Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Kintnersville Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Kintnersville Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Kintnersville Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Kintnersville Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Kintnersville Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Kintnersville Financial Advisors Provider Name Locked
, I was told that
Kintnersville Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Kintnersville Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Kintnersville Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Kintnersville Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Kintnersville Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Kintnersville Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Kintnersville Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Kintnersville Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Kintnersville Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Kintnersville Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Kintnersville Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Kintnersville Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Kintnersville Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Kintnersville Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Kintnersville Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Kintnersville Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Kintnersville Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Kintnersville Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Kintnersville Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.

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

ARACOR SEARCH & ABSTRACT SERVICES

1617 JFK BLVD
Philadelphia

Arlington Heritage Group, Inc.

415 Horsham Rd
Horsham

BetaFrontier, LLC

858 North Franklin 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

Financial Life Planning

10000 Lincoln Drive East, Ste 201

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

Hojnowski Agency LLC

1400 Chews Landing Road

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

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

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARLIN BUSINESS SVC CORP

300 FELLOWSHIP RD

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

Providence Investment Management Co

1489 Baltimore Pike
Springfield

Prudential Financial

2135 S 20th St
Philadelphia

Retirement-Toolbox LLC

240 Regina St
Philadelphia

RetirementMoneySecrets.com

715 E. Main St, Ste B

Rob Sagedy

118 Farmington Rd

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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