Financial Planners in Philadelphia

“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!“

“The advisor I talked to was really great! He answered all my questions, and provided me with a lot of clear, manageable information in the 1.5 hours that we spent together. He didn't try to upsell any products to me or push me into an investing strategy I wasn't comfortable with. I will definitely be using their services again if needed.“

“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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“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!“