Reviews for Financial Voyages, LLC
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5 Nextdoor: 4 ❤️Financial Voyages, LLC
425 Main St, Harleysville
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Financial Voyages, LLC is an independent financial advisory firm dedicated to helping clients achieve their financial goals through customized financial advice and investment management services. Clients have expressed trust and confidence in the advisors, highlighting their ability to make uncomfortable financial discussions more approachable. The firm provides valuable guidance, particularly in planning for retirement and managing investments to align with clients' objectives. Reviewers have praised the knowledge and support received, noting significant achievements such as navigating corporate downsizing, reaching retirement, and settling estates. Satisfied clients report being debt-free and enjoying the freedom to travel and own a second home. Overall, Financial Voyages is recognized for its exceptional service and commitment to client success, making it a recommended choice for anyone seeking financial planning assistance.