Advocate Public Adjustment, LLC
Founded 2003 • Angie's List since August 2006
A Rated | 14 Reviews
Service Categories
Phone Number
Address
1111 Roberts Ave
Feasterville Trevose, PA 19053
Description
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SOVEREIGN WEALTH MANAGEMENT
Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.
Verified Reviews
A few reviews for this pro…
RATED
05/01/2017
DESCRIPTION OF WORK
Estimate requested
CATEGORY insurance companies
RATED
03/31/2017
DESCRIPTION OF WORK
Gave ma a honest recommendation. I gained a lot of respect for him
CATEGORY insurance companies
SERVICE PROVIDER RESPONSE
Dear Mr. [Member Name Removed] - I just wanted take a moment and thank you for the kind words. If you ever have a question with regards to property damage insurance claims or for that matter purchasing the right policy then please remember that I am only a phone call away. Alawys, Rick Kinney Licensed Public AdjusterRATED
03/21/2017
DESCRIPTION OF WORK
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CATEGORY insurance companies
RATED
09/17/2016
DESCRIPTION OF WORK
Siding from storm damage.
CATEGORY insurance companies
RATED
09/17/2016
DESCRIPTION OF WORK
My home sustained wind damage in January 2016. I called my homeowners insurance company who down-played the extent of the damage. The advice of my neighbor was for me to hire a public adjuster. By this time, it was March, 2016. Having no idea who to call or where to go for help, I turned to Angie's List and found Advocate Public Adjustment, LLC.
CATEGORY insurance companies
Services Offered
Property Damage Insurance Claim Settlements at Competitive Fees 5% - 20%, Pricing Dispute Resolution Service, Property Damage Insurance Estimating Service, Property Damage First Party Insurance Consulting Service. ALL ANGIES LIST MEMBERS GET A $350.00 DISCOUNT
Services Not Offered
We are not allowed to offer legal or accounting advice. If the services of a lawyer or certified public accountant are needed then please contact a professional that specializes in these fields. .