Reviews for Covenant Wealth Advisors
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Tips
parking: self by appointment only wheelchair accessible
Ratings
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Covenant Wealth Advisors
351 McLaws Cir STE 1, Williamsburg
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Kathy and I had a great Zoom call with Scott on Tuesday. We discussed our financial situation and the 2023 taxes. We feel comfortable with our plan and encouraged with the long term outlook .
Over the years Covenant Wealth advisors have gone above and beyond to help me with my financial goals. This includes immediate response to questions, extensive planning and implementation, and offering educational opportunities. 5 stars!
After interviewing several financial advisors I chose Mark Fonville at Covenant Wealth Advisors and it was one of the best decisions I have ever made. Mark and his team are the gold standard and their level of service, knowledge, and attention to detail and honesty are second to none. More often than not he goes out of his way to talk me out of purchasing certain mutual funds and other investments that I’m interested in even though he would have earned a much larger fee. He is truly more interested in the outcome than the income which seems to be rarer and rarer these days. If you are looking for a financial advisor you should meet with him as once you do the bar will...read full review