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Finance Advising reviews in Hamilton

  • A
    Libertas Wealth Management Group, Inc.
    I���ve been meaning to write a review for quite some time now. I have been a client at Libertas Wealth Management Group for about 5 years and I am truly impressed with their professionalism, individualized attention, and genuine care they feel for me and for my financial goals. I���ve had a great experience with everyone there and they are always quick to answer any questions or concerns I have. Not only are they wonderful people but I trust their unique philosophy for managing my money. I feel secure knowing that they are trying to protect me from a major market crash and that they are always looking out for my best interests since they are a fee only firm. They explain in detail why they make the decisions they do based on the market and I trust them to do what���s best. They are literally watching the market every day and get me out when things don���t look good. I feel so much more at ease with this strategy than simply buying and holding and watching my money disappear the next time the market crashes. I would highly recommend anyone to go and talk with them and get more information. Most companies I���ve worked with in the past are just trying to make a commission and sell you investments. I���m sure you���ll be just as impressed with this group as I am!
    - Joy R.
  • A
    They discussed with me options to help me while my home was in foreclosure. They advised me of the proper way of submitting notification to the bank to protect me from lawsuits. Darcy was great to work with! I would definitely recommend this company to others.
    - MAMIE W.
  • A
    Ameriprise Financial
    - Regina B.
  • A
    Business Management Services LLC
    I received the counciling I sought.  Mr. Alvarez was knowledgeable & readily offered helpful advice and opinions.
    - Liz L.
  • A
    Gelke Associates
    Mr. Gelke was professional, attentive to my schedule and persevered over an 8 moth period. He "went the extra mile" to service my financial retirement plan.
    - John T.
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Financial Advisors in Hamilton

Companies below are listed in alphabetical order.

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