Keywords: brandywine valley financial services llc pa

Brandywine Valley Financial Services LLC - Exton (PA)

Address: 🏡 835 Springdale Dr Ste 204, Exton, PA 19341
Website: https://www.raymondjames.com
Phone : +1 (484) 872-8386
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJIbIgZajzxokRfryNf8UUGZM
#Pennsylvania

Prospire Financial, Dominic Marinucci, RICP , WMCP , Financial Advisor
Gina Toy I and my husband feel so fortunate to have found Dominic at U Financial years ago! My husband is one of those people who is reluctant to open up his financial business to anyone but he had complete trust and confidence in Dominic from the very first meeting! He is a rare find - you can be assured he has your best interest and he will respond to you immediately!!! He is the reason I have been able to do a short term retirement earlier than I ever dreamed!! The office staff are 5 star as well!!!!! You will not find a better financial advisor! Do yourself a favor and contact them!!!!!
5 /5

Weidner Financial Group
John Walls We have been using the Weidner Financial Group for the past 18 years, we started off using them for our health Insurance needs and then they created and developed our 401K savings plans, and eventually they designed a Defined Benefit plan and our "Key Man" insurance / retainer bonus plans. I cant recommend them enough, they have always come through with great solutions whenever they were asked and they are always there to support them as well as you, the customer.
5 /5

Thrive Financial Services - Exton Branch
Lori H We really wanted to look forward to retirement, but navigating healthcare costs, estimating future financial needs and taxes was daunting. We have done a lot of great planning, but couldn’t shake the thought that it might not be enough. Then we met Andrew at Thrive Financial Services Just minutes into our first meeting, we knew we were in expert hands. With ease, he assessed what type of retirement we desired, reviewed our present situation and quickly detected areas of missed financial opportunities that we could correct. Thanks to Andrew’s exceptional knowledge, commitment to fully educating his clients and genuinely caring personality, we are no longer worrying about the future and enjoying today!
5 /5

Brandywine Valley Financial Services LLC
JT Clark I had the pleasure of working with Troy as the financial advisor for a client of ours during a recent business transaction for the sale of his business. From start to finish, Troy’s professionalism, expertise, and dedication were exceptional. He not only provided invaluable guidance throughout the process but also went above and beyond to ensure everything went smoothly for our client. Troy’s insightful advice and thorough understanding of the financial aspects were crucial in helping our client navigate the transaction and make informed decisions about their proceeds. I highly recommend Troy for anyone seeking a knowledgeable and reliable financial advisor. His exceptional service and commitment to his clients truly set him apart.
5 /5

Keystone Financial Group
T M Our financial advisors, Cory and Nick made a trip from Philadelphia Pa to Colorado to meet us. What a great team they are. We had a wonderful visit meeting them for the first time. They were very knowledgeable about our retirement needs, and we have great trust in them, as well as the company. What a pleasure they are. Would recommend their services for sure. TM
5 /5

Western Union

Nicolas Accounting Group, LLC
Chuck Esposito Jenna is the best! Highly recommend.
5 /5

Cuso Financial Services LP
anthony rose Not very good when it comes to returns and then when you try to remove your money they hit you with fees that they neglect to tell you when you sign up.
2 /5

Chatham Financial

Mascherino Financial Group

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