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Add your comment1847Financial - Conshohocken (HQ)
161 Washington St Suite 1111, Conshohocken
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161 Washington St Suite 1111, Conshohocken
Directions Call Website Suggest an Edit
Can't get in touch with my agent.
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
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.