“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.“
“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!“
“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!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“I cannot recommend Zeneith Wealth Partners highly enough! Working with them has been an absolute pleasure from start to finish. As someone who values professionalism, great communication and efficiency, I was thoroughly impressed with their services.They were incredibly available and there to address my concerns and answer my questions promptly. Their accessibility and style truly sets them apart.Furthermore, their expertise and patience were evident throughout our interactions. I appreciated how they took the time to explain concepts in a clear and understandable manner. Their patience made the entire process an excellent one.I have no doubt that I will be working with Zeneith Wealth Partners again in the future. Their dedication to their clients' success is unmatched, and I trust them wholeheartedly with my financial needs. They are simply the best.“