Warwick Valley Financial Advisors

I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me.I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for... read full review

Our experience with Ken and the Warwick Valley Financial Advisors was nothing less than fantastic. We had multiple initial phone conversations with Ken, specifically to discuss the 403b options at my school district.The initial consultation was very eye-opening to both myself and my finance-background husband, and Ken was able to go over the best initial financial investment opportunities for me to make, with very reasonable long term plans if we decided to pursue a relationship further.Ken was very knowledgeable about the various programs, and was clearly very passionate about the teacher retirement scam programs out there... and what we as teachers can do in lieu of... read full review

Called to verify that i had the right address for the company, guy who answered the phone was rude and refused to confirm the right address and hung up in my face...wouldn't trust someone like that with my finances