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Recent Finance Advising Reviews in Ansonia

  • A
    Charles Bailey & Associates LLC & Beacon
    Charles found a large refund for our entire family (5 households) after the death of my father-in-law that no one was aware of.  Several of my brothers/sisters had been to their accountantant and had already filed their returns and their accountantant never asked them the right questions!  He also assisted in the financial planning of my 15 y.o daughter and pointed out how I was losing a valuable State Tax credit.  Needless to say, he acquired several new clients.
    - Dale K.
  • A
    Upper Left Wealth Management
    Randy Kurtz is an extremely knowledgeable financial advisor. He is straightforward, attentive and helpful. His guidance showing me how to make better choices with managing my money was valuable.
    - Diana S.
  • A
    American College Planning Service
    Excellent. We could not have more pleased. We are extremely satisfied with Stu's incredible professionalism & genuine desire to help at any time of day.
    - Jean P.
  • A
    LPL Financial
    Great. He always keeps me informed and works hard to keep my investments so I have the best return possible.
    - Elizabeth M.
  • A
    LPL Financial
    Results have been exceptional. I receive immediate responses to any questions or needs. 100% attention and someone who listens to what my goal and expectations are. Could not be happier with the decision to make this move.
    - Robert B.
  • A
    LPL Financial
    Excellent, I was advised the best professional advice and my investments have been protected and have grown.
    - Kathy N.
  • A
    Visionary Private Wealth Management Group
    Initial free consultation. Retirement Planning review. Very professional office, Michael was very knowledgeable, not salesy at all. Made me feel very comfortable. Could definitely tell he has been doing this for a long time. Reviewed my 401k statements, my IRAs and gave some great tips. Now we are working on putting together an investment strategy for my portfolio and we have a second meeting already on the calender. Definitely highly recommended.
    - Nelly O.
  • A
    Adviceone
    We go there quarterly. They manage our portfolio of stocks and bonds. Our experience had been very good and all around they provide good service. They also provide education seminars.
    - sandra b.
  • A
    LPL Financial
    At the initial meeting, we went over all my investments and was advised to change to a Retirement account for a better use of my money.  I was very pleased with what was recommended for my individual use.  I am contacted frequently (email) to see how I am doing and if I'm still happy with what is happening with my investment.  They are always available to talk to and answer any questions I may have.
    - Maryrose B.
  • A
    Donna J Perrone EA
    She does my taxes every year. She is very personable. She is very professional and she covers all the bases. She is wonderful. She is very very good. I will use her all the time.
    - joseph j.
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Financial Advisors in Ansonia

Companies below are listed in alphabetical order.

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