Financial Planners in Philadelphia

“Spencer was extremely knowledgeable and was able to easily answer all my questions and address any concerns. He understood that this was a big step for me and exercised great patience as he went through all the details of the plan. Highly recommend!“

“I've been so thankful that I found Zenith Wealth Partners and Fahmin Fardous. With each interaction and step of the process, she provided the highest quality of knowledge, care and support. Her expertise on Islamic Financial Advising and Investments is of great value to the Muslim community and/or anyone wishing to align their financial portfolio and strategy, in accordance with their values and ethics. Would strongly recommend!“

“Extraordinary level of personal care and ethics. I started with RTD at around age 55. They motivated me to do what I must to reach comfortable retirement. It would be good to start even earlier. Great people. Great service.“

“I am very grateful to Roffman Miller and my fiduciary there, Lori Hartman, for the excellent service they provide. The advice Lori has given me through the years has been right on! Lori is very knowledgeable, professional, and kind. I always feel smarter after a conversation with her! She always responds to my questions immediately and is available for phone conferences whenever needed. I know that she always has my best interests at heart. Thank you to Roffman Miller and Lori!“

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“Amazing first time phone call with Guilian! Was very friendly and helpful as he walked me through what he will assist me with as my financial advisor. Very excited to start my financial journey with Liberty One Wealth!! Couldn’t recommend it more!!!“

“Marcus Sturdivant has been a tremendous advisor in assisting me with adjusting my financial avenues to prepare for retirement! I absolutely recommend him for any financial help anyone is seeking to solidify their short or long term financial planning!“