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Finance Advising reviews in Chesterbrook

  • A
    Personalized Resource Services LLC
    Blair carefully review all of the above aspects of our financial plans. He was knowledgeable and had ideas to improve our overall plan that our financial advisor and insurance agent did not provide. Blair is very professional and has an engaging personality. Additionally his fees seemed almost cheap for what we got out of it. We will continue to use Blair in the future as needed.
    - Robert G.
  • A
    Backal Pomerantz Wealth Management
    I have used Michael as my financial advisor for more than 10 years.  He has put me on a great path towards retirement.  He is very accessible and honest, even during the down times in the market.  I trust him completely with my money.  He knows what I want to do with my account, and makes the appropriate investments.  I would highly recommend him to anyone looking for solid investment advice and retirement plannig
    - david b.
  • D
    The fees were undisclosed at the beginning of the process, but once they came out they were half a percent, and they charged other miscellaneous fees and charges. The customer service was very good. The fees and prices, as said earlier, were not told to me at the beginning, and I ended up making no money off the investments. This was before the market got bad, as no one is making money now. If you do decide to use them really press them about their fees and make sure you know them upfront, including cancellation fees.
    - MICHAEL A.
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Financial Advisors in Chesterbrook

Companies below are listed in alphabetical order.

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