1847Financial - Conshohocken (HQ)

May 2023

This place is not a fiduciary. Their business model is based on one thing... how can they maximize commissions on a prospective client. I challenge anyone who is a current client to have everything this place did reviewed by an independent financial advisor. Anyone who is thinking of being a client I recommend the following: have every conversation recorded, have every document/presentation/etc signed and dated by them and do a search of the FINRA and Insurance Commission against their company and personnel for complaints, fines and suspensions. And... DO NOT sign anything until you thoroughly review every single word and number on their presentations, contracts,...read full review

May 2021

Speaking as a client of 1847Financial, financial professionals Gianna Bojazi, Doug Hall and Joe Bonfanti helped my family navigate through a very rough period involving job loss and 401K transition at the start of COVID. Their guidance, as a team, was invaluable and they made the entire process run seamlessly, while putting our minds at ease during an extremely stressful time. At any time we needed a question answered, day, night or weekend, they were (and are) never more than a phone call/text away and are immediately responsive always.

May 2021

I've been using the services of 1847 Financial, and specifically Doug Hall since I retired, and as a result, I've been able to maneuver profitably through a number of negative issues in the economy; most recently the covid 19 pandemic. Along with wealth management, I've used a broad range of services including tax planning, estate planning, investment planning, etc. When I retired I thought I would have the time to do all of this myself, but it turns out that even with decent experience and skills, the job is better done by a team of qualified experts whose only job is protecting my interests. 1847 and Doug have done a remarkable job of making sure my retirement and...read full review