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Finance Advising reviews in Westminster

  • A
    Vacation Ownership Consultants
    As you know the timeshare industry can be incredibly shady and manipulative and that is what we found out after purchasing our Westgate Timeshare in August 2017. The maintenance fees went up immediately after we purchased and we found it incredibly difficult to trade in our week for another week that we could actually use. After falling for a resale scam, that never worked, we were reluctant to give anyone else any money in the hopes of getting out of our timeshare. My husband and I chose to work with VOC after doing a lot of research and several phone interviews. We signed an agreement with VOC at the end August of 2018 and were anticipating it to take a while for them to get us out of our timeshare, as they had informed us that it could take up to a year. You guys....it only took them 3 months to release us completely. We got notification today that our Mortgage Cancellation has been completed, closed and that we won. Working with VOC and especially Wendy, their customer relations specialist, has been a pleasure. She walked us through every step a long the way and not only emailed but personally called to keep us informed. We could not have been more pleased with how this all turned out. It was a pretty large investment, that we were nervous to pay upfront, but completely worth every penny. We would 100% recommend going through them to get out of your timeshare. We thank you guys at VOC!!
    - Jamie K.
  • A
    Make Sense Money
    I knew that a lot of the standard financial advise I had been given wasn't working the way it should and it was very frustrating. I am not comfortable going into the details of my financial situation but suffice it to say that I am now well positioned for whatever the future might hold! I was shown a lot of the problems with the traditional advise and shown a new ways to build wealth.
    - James C.
  • A
    Jolliffe Capital Inc
    The meeting went well and Pat gave us a very comprehensive overview of the services he can provide and how he could serve our needs specifically.  I was pleased to find out that his typical client has a portfolio that is similar in size to ours.  We have not made any moves yet to transfer assets from our current financial planner to Pat.  However, he has followed up in an effective, yet not annoying manner.  We appreciate that!
    - Kathleen B.
  • A
    Northwestern Mutual
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    - Kyle M.
  • B
    ALAN H CARTWRIGHT INC
    He was very knowledgeable. He returned my phone calls. He was also on time. The consultation went very smoothly. He answered all my questions that I had for him.
    - Bob R.
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Financial Advisors in Westminster

Companies below are listed in alphabetical order.

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