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Finance Advising reviews in Columbia

  • A
    Michael Balakirsky MBA at Sophos Financial
    Finally somebody explained me what I have to do with my finances clearly and objectively without crazy financial lingo. Apparently independent financial advisers, like Michael, are much better option because they do not have have proprietary products and conflict of interest.
    He was very professional and direct with me. Clear help on personal level and he is helped by back office of LPL Financial, which I think biggest independent financial planning company in US. Have my portfolio fixed( was too aggressive and not diversified). He is very knowledgeable with foreign markets and speak number of languages. I think it is helpful, since more and more good options are outside of US now.. Overall great service.
    - Iryna K.
  • A
    Manna Wealth Management
    Went great! David knows how to take great care of his clients
    - RYAN D.
  • A
    Klima & Associates Inc
    She is very responsive and professional. She genuinely cares about helping us out and makes us feel like part of the family. She’s very good with follow up.
    - Mark L.
  • A
    WACHOVIA SECURITIES
    Overall I would rate Steven an A.
    - Kathy U.
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Financial Advisors in Columbia

Companies below are listed in alphabetical order.

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