About Top Shelf Financial Services
Top Shelf Financial Services is a financial services provider that aims to help individuals and families achieve their financial goals. The business is committed to promoting financial literacy and making financial services accessible to people of all ages and demographics. They offer a range of services, including life insurance and investment planning, with a focus on providing personalized and professional guidance. Customers have praised the company's staff for their friendly and knowledgeable approach. The office space is described as aesthetically pleasing, and the consultation process is said to be timely and efficient. Customers appreciate the company's ability to explain complex financial concepts in easy-to-understand terms and to provide a variety of options tailored to their individual needs. Overall, Top Shelf Financial Services is a highly recommended provider of financial services, with a focus on helping clients achieve their long-term financial goals.
Went above and beyond in explaining possible plans and ultimately deciding which path worked best for our family’s situation. Professional yet personable, highly recommend making an appointment to meet any financial goals you have.
Andrew J Lavow helped me get my Life Insurance policy in order and I look forward to our next meeting about my future financial preparations! A great gentleman with a plethora or information and knowledge. Not to mention the amazing customer service he provided! I would highly recommend coming here for anything to do with financial preparation!
I was contacted by Clayton and Justin to review my financial savings. They were profesional and relatable , they didn’t make me feel out of place for my lack of investment and savings knowledge. They are locals raised in the AV and walked me through their program. They were honest and kept it simple. I recommend giving them time to discuss your financial future security for your family.